insurance policies

Maximizing Tax Umbrellas for Estates

How can you maximize tax umbrellas? Estate tax can rip as much as 40% of your family’s assets from them, depending on the value of your estate and its location in the country. Right now is the time to protect your estate from federal and state taxes. If you take the time to create a well…

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Rock Solid Estate Plan

A Young Family’s Guide to a Rock Solid Estate Plan

What does a young family need for a rock solid estate plan? If you are under 40 years old, the chances of you have thought about, or even pursuing estate planning is pretty small. However, something brought you here, and that means you are on your way to changing the way you look at planning…

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