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Category: Estate Planning

Life Insurance for Business Owners: Why It’s Time to Revisit Your Policy

Chances are, you are already aware of the importance of life insurance for business owners at this point. You probably purchased a policy when you started your business, hoping it would satisfy an immediate need and that was that. Your business and your family was young, and you went with the most basic policy you could find. But that was a long time ago. Now, years have gone by and you’ve forgotten that policy even exists, yet you’ve been paying…

Life Insurance for Business Owners: Why It's Time to Revisit Your Policy

6 Estate Planning Tips To Help Your Family Financially When You Pass Away

For most of us, the biggest tax bill we will ever pay in our lives is at death. Unfortunately, planning how to reduce that bill right before that inevitable day is often too late.  Here are some estate planning tips that can help reduce your tax burden and make things easier for your family financially when you die.  Disclaimer: Estate planning is a complex process that needs to be carefully reviewed on a case by case basis. Though this review…

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