Category: Estate Planning

  • Life Insurance as an Asset Class

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    Have You Considered Life Insurance as an Asset? If you think life insurance is just about protecting your loved ones, think again! While providing for your loved ones is a key benefit, insurance can also serve as a powerful asset class in your financial plan. Understanding life insurance as an asset class When most people…

  • Protecting Your Estate

    You’ve worked hard throughout your lifetime and this hard work has finally paid off. Perhaps you’ve accumulated assets beyond even those that you may need to enjoy a carefree and relaxed retirement that will eventually be passed on to your heirs. However, some of these assets can result in a tax liability upon your death,…