It is always a good idea to take all options and potential tactics into consideration when designing your wealth management strategy. One option that many people forget to weigh is life insurance. Having a life insurance policy in place can help to mitigate future...
If you do not address inflation in your investment portfolio you will run the risk of your money’s value being depreciated over time. This can be detrimental to your ability to pass along intergenerational wealth to your loved ones while also reducing the quality of...
An A-B trust is a particular type of trust which is used by married couples to help to minimize their estate tax liabilities. This type of trust will split the married couple’s assets into two parts upon the first death of a spouse. Generally, the objective of an A-B...
Owning your own business can be challenging but can be rewarding as well once all of your hard work has paid off. If you have worked hard at running your own business, you will definitely want to make sure the business is in good hands when you finally decide to...
It is important that you include all key documents in your estate plan. This will likely involve either a will or a trust and in some cases an estate plan may have both documents. The objective of both of these estate planning instruments is to ensure that your assets...
Even if you do not have a large amount of assets, you should still implement a comprehensive estate plan. Not doing so can result in major problems for your intended beneficiaries when you do finally pass away. Whether you are close to retirement or not, estate...
Generational wealth is the assets that you are able to leave to your children or grandchildren. This can be in the form of physical assets, a business, cash, an investment fund, stocks, bonds, or other types of securities. Most people aim to leave as much generational...
Divorce can make life complicated quickly, especially when it comes to your finances. The headache can quickly multiply for business owners who may be worried about what will happen to their business during a divorce. Whether or not your spouse will end up with a part...
If you are looking to create or update your estate plan, you will want to understand how capital gains tax can affect your estate planning strategy. Failure to take capital gains tax policy into account can result in unexpected tax bills for your heirs when you...
Anyone who wants to make sure that their intended beneficiaries receive their estate’s assets after passing away should develop a comprehensive and effective estate plan. Failing to do so can have serious consequences for your heirs. It can result in your assets not...
420 South Brown Street
Jackson, MI 49203
2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016
4851 Tamiami Trail North
Suite 200
Naples, FL 34103
