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One of the hardest things our clients deal with when it comes to managing their estates is preserving non-liquid assets. Whether they’re trying to keep the family home in the family or maintain [...]

“I already have a pretty big IRA. Can’t I just leave that for my kids?” This was a question posed to us by a man who had a pretty impressive IRA balance. He’d already set it up so the balance [...]

Two separate clients, each with similar net worth, recently met with us to discuss their estate plans. One of them had already incorporated life insurance into her plan, while the other had not [...]

Once you’ve decided that permanent life insurance coverage is the solution for you, the first issue to sort out is which type of policy is best — whole life or universal life. From there, [...]

Are you familiar with the common challenges associated with IRA accounts? Many individuals encounter issues with taxes, required minimum distributions, beneficiary taxation, and market volatility [...]

While we frequently tout the benefits of irrevocable life insurance trusts (ILIT) as a means of creating benefits for heirs, there are certain situations in which these might not be the best [...]

Most retirement planners recommend planning your savings around living to at least age 100 these days. The IRS can make that a bit difficult, though, with its required minimum distributions [...]

Whenever a client asks if insurance is a good investment, we always say no. It’s not because insurance is a bad choice. It’s because insurance isn’t an investment by its very definition. In the [...]