The Life Insurance Tax Trap – And How to Avoid It
A major advantage of life insurance is a (typically) tax-free death benefit. In structuring life insurance, the owner of the ...
Special Needs and Special Education Planning: Part 2
Back-to-school IEP Tips It’s only the middle of August, but your mind is firmly on September. If your child receives ...
Basics of Disability Planning
Currently over 61 million Americans live with a disability, and statistically the average American worker has a 1 in 4 ...
Social Security Optimization: What You Should Know
It is no secret that many Americans are ill prepared for retirement (excluding our clients, of course). With the continued ...
Special Needs Planning & Special Education Planning
An Introduction It’s hard to believe that the beginning of a new school year will soon be upon us. However, ...
Approaching Healthcare as an Informed Consumer
Effectively Seek Healthcare in a Way that Makes Sense for Your Insurance The level of responsibility being imposed on patients ...
A Guide to End-of-Life Planning
Although planning for end-of-life can be emotionally fraught and daunting, organizing affairs well before the need arises helps families and ...
Weighing Your Options on When to Take Social Security
Determining when to start collecting your Social Security benefit is an important financial decision that requires careful consideration of many ...
Should I Pay Off My Mortgage or Invest?
Most of our clients will at some point ask if paying off—or more aggressively paying down—their mortgage is a prudent ...
Important Gift Tax and Trust Income Tax Reminders
As tax season is now in full swing, below are some important gift tax and trust income tax return reminders: ...
Avoid Common Planning Mistakes with Executive Compensation
Whether you work for a budding start-up or a well-established Fortune 500 company, it’s imperative to have a firm understanding ...
How to Plan for Long-Term Care Costs
Many of us think it won’t happen to us, but the statistics say otherwise. 52% of Americans turning 65 will ...
