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Step-up In Basis: Estate Taxes and the Great, Big, Scary Government in 2021
Estate taxes have for a long time, been generally unpopular in the U.S. because they break the sacred rule of ‘tax once and only once.’ Essentially, an estate tax compels […]
Leaving Behind a Financial Legacy for the People You Love
February is Insure Your Love Month in our industry. Romantic quips aside, it is a reminder that the beating heart of any life insurance or wealth management strategy is a […]
Whole Life Insurance: Steady Premiums for Guaranteed Values
Whole Life Insurance has been overshadowed in recent years by the likes of Equity Indexed Universal Life and other more complex investment/insurance vehicles that offer slightly more flexibility and the […]
Term Life Insurance Options: Protection For the Short Term
Term Life Insurance is perhaps the most straightforward policy structure to explain to potential clients. What it lacks as a savings and investment vehicle, it makes up for in affordability, […]