It’s the time of the year when a lot of people pack up their car with family and hit the road to visit relatives. It’s also deer collision time, with many of those incidents ending with deadly results for drivers and passengers.
The LIFE Lessons Scholarship Program helps young adults who’ve lost a parent, who had little or no life insurance, and are in tight (sometimes desperate) financial straights pay for school.
As you catch up at your holiday gatherings, spend some time considering your family’s future as well. It may turn out to be the right time to take the first step toward long-term care planning.
CPA, JD, MSFS, MSM, CLU, ChFC, CFP, RFC, CFA, ChHC, RHU, FSS, RICP, CASL, CAP, REBC RIA and the list goes on. It’s no wonder you (and me) are confused. So, what designation should you look for when looking to work with an agent or professional advisor? It all depends on what you are looking […]
As with much of the economy—the talk of fiscal cliffs and all—there is uncertainly about taxation in 2013. I wanted to let you know about a planning strategy before time runs out. The marital deduction (IRC Sections 2056 and 2523) eliminates both the federal estate and gift tax on transfers of property between a husband […]