Between the typical set-it-and-forget-it mentality and a simple beneficiary approach many people take, a neglected life insurance policy often fails to achieve the goals that initially led to the purchase of the policy.
Put more thought into how you charge for estate planning services.
As the 2016 presidential election nears, the tax policies of the two major candidates have come into sharper focus
The IRS tax man cometh but a charitable gift may send him away
Prepare ahead of their finalization
Immigration considerations must form a part of planning and strategy
New risk factors require updated methodologies