How to Begin A Family Legacy Plan

Before we talk about how to begin a legacy plan we first need to understand what it is. A legacy plan is a conscientiously designed plan that goes deeper than the traditional estate planning, which will incorporate not only the accumulated family wealth but also the values and goals that made the wealth possible. Those [...] read more

Life Insurance For Transferring Wealth and Estates

Wealth transfer and asset protection are important topics for many baby boomers and seniors. Consumers want to learn efficient ways to maximize the distribution of assets to their spouses, younger generations and favorite charities. A will and/or a trust can assign assets to beneficiaries, however these estate-planning tools are not designed to create wealth so [...] read more

How to Transfer Wealth and Reduce Your Estate Tax With Juvenile Life Insurance

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act signed into law by President Barack Obama on December 17, 2010 created an unprecedented opportunity to transfer wealth to your loved ones and significantly reduce your future tax liability over the next two years. Juvenile life insurance is a popular new option for tax-advantaged wealth [...] read more

Wealth Transfer Plans – Not Just For the Wealthy

Many consumers, seeing the term “wealth transfer plan”, move right along-thinking of the bills due today, perhaps, and not worried about the future. Perhaps you have a will in place, and think you’re covered-or, like many, perhaps you’re planning on writing a will but haven’t gotten around to it yet. Here’s something to consider: every [...] read more