The sudden death of a business owner can have a substantial impact on its customers, employees, lenders, and suppliers. How should business owners prepare now?
Life can often change at the drop of a hat. Have you considered your family’s financial well-being? Find out if an Irrevocable Life Insurance Trust is the right choice for you.
The Tax Cuts and Jobs Act of 2017 was the most pervasive tax legislation signed into law since the Tax Reform Act of 1986. What led up to that moment? In an easily accessible two-page timeline, we explore 220 years of groundbreaking estate tax history.
When it comes to owning a life insurance policy, we know what you’re thinking. “I don’t need to worry about that right now. What’s the worst that could happen?” Watch this animated video to see three different outcomes a family could experience in the event of an untimely death and see why ILITs can be the best option to protect your family’s future.
In this interview, attorney and estate planning authority Patricia Annino explains how best to raise responsible children, including encouraging the understanding of their connection to their community and world at large.
Traditional IRAs and Roth IRAs can both provide tax breaks, but in different ways. Learn more about their differences in this interview with CPA Robert Keebler & The Nautilus Group’s Matt Pate, JD, LL.M.