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.
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.
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.
COVID-19 has created some incredible estate planning opportunities. We hope you find our most recent alert on this subject informative and of value. Please get in touch with questions or if you would like to learn more. Stay positive, healthy and safe.
Estate planning may be top of mind for many in these uncertain times. If you have been meaning to tackle this subject or update your current plan, COVID-19 has created some incredible planning opportunities.
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.
In these uncertain times, we thought you might find this strategic alert on personal financial security planning of interest. Please review and get in touch with questions. Stay positive, healthy and safe.
Pandemics make us all feel mortal and bring out our survival instincts. In addition, uncertainty creates anxiety and fear. Here are some useful resources to navigate this crisis.
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.
Lunch & Learn Event: Life Insurance 101 Understanding, Rescuing and Optimizing Life Insurance Policies
Looking to brush up your life insurance knowledge and get some CLE credit in the process? Please join us for lunch on June 27th at the Yale Club in NYC. More details and registration link here! https://lnkd.in/eXddmVy