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A Whole New Look At Life Insurance Advantages.

1 year ago Ted Bernstein 0
https://money.usnews.com/money/personal-finance/family-finance/articles/2017-07-27/3-ways-to-use-life-insurance-while-youre-still-alive?sf74224675=1 It used to be that life insurance only provided benefits to your beneficiaries. Like everything else, innovation has made life insurance far more valuable than ever before. Now you can tap the face amount of your policy if you have a health crisis. Think of it as an unfunded savings account. You could have Read More

“Not My Family!” Strategies To Avoid Wealth Destruction

1 year ago Ted Bernstein 0
The objectives of successful wealth transfer planning and inheritance planning are both financial and succession oriented. Too often, all the planning attention is placed only on the financial aspects. This can lead to unintended consequences for family and business relationships. Most people passing on wealth do so with an expectation that their generosity will be Read More