Nothing Says “I Love You” Like A Sound Estate Plan

Posted by on Jan 27, 2017 in Blog, Estate and Trust Planning, Goals, Income Tax Planning, Life Insurance, Protection Planning | 0 comments

Here Are The Basics Everyone Should Know About Estate Planning:By definition, this is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple...

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Bridging the Gap through 2017 & Beyond

Posted by on Jan 16, 2017 in Goal Achievement, Investments, Life Insurance, Protection Planning, Retirement | 0 comments

Resolutions, Fizzolutions. It’s not enough to want to change something. If all you do is WANT something to happen, it simply won’t. There’s a magic switch that has to go on, and only you can throw it for yourself. Call it the Ah, ha! moment, an epiphany, or holy crap! It has to happen to you, for you, by you. Most times, it’s when a major event occurs in our lives, like having a baby, buying a house, getting divorced, turning 50. You get the idea. New things you do this year have to be so compelling, that nothing will stop you. It wouldn’t hurt if they were easy to...

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Don’t Wait Until It’s Too Late

Posted by on Feb 14, 2015 in Business Owners, Estate and Trust Planning, Goal Achievement, Goals, Investments, Life Insurance, Retirement | 0 comments

The focus here is to educate you with the benefit of my experience and research, so you can avoid mistakes in your estate, business and life insurance planning going forward or fix the ones you might have made, if possible. Wisdom comes from experience and research over time. Hopefully, we all learn from our experiences and those of others as well. Why do we repeat so many mistakes in protecting our families, estates and businesses if we can readily access the experience and knowledge that we need? The reasons may be that: planning with life insurance is intangible, and therefore, difficult...

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