News

Life Insurance: A Valuable Contingent Asset Class?

Life insurance is often narrowly perceived as a liquidity tool for the estates of high-net-worth individuals. While true, there’s a growing view within this community, and among their advisors, of life insurance as a contingent asset class (that is, by paying out on the insured’s death), a legacy planning vehicle that can add tremendous value and diversification to a family’s wealth transfer portfolio.

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Tax time is here and most practitioners expect them to go up. To help you keep more of what you earn and own, our firm offers several low risk strategies that can significantly lower your tax liabilities in 2020 and beyond. Please get in touch with questions or if you would like to learn more. Stay positive, healthy and safe.

Tax season is around the corner and COVID-19 has impacted most people’s risk tolerance. If you are interested in lowering future tax liabilities and infuse some stability into your financial affairs, read on.

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Long Term Care has received a lot of attention lately and put health and family top of mind. We therefore hope that you find this alert informative and of value. Please get in touch with questions or if you would like to learn more. Stay positive, healthy and safe.

Long Term Care and nursing homes have been in the news a lot lately courtesy of COVID-19. Health and family are top of mind right now so we thought some education on this important subject would be timely and of interest.

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To lower your financial and emotional stress during these uncertain times, we thought you might find our recent alert on life insurance reviews helpful. Opportune time to get your life insurance affairs in order and explore cost savings opportunities. Please get in touch with questions or if you would like to learn more.

After six weeks of quarantine, we share everyone’s COVID-19 fatigue and can appreciate your reluctance to make financial moves until we have more clarity on what lies ahead.

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We are pleased to announce the launch of our new website

With the belief that confident and timely decisions are made when people feel assured with the right information, we decided to re-vamp our website to reflect what we offer in a clear and concise manner. Our new website will provide curated thoughts through leadership updates, relatable case studies, industry news and locally hosted events.

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