Life insurance may be the most important risk management tool you have in your personal and business portfolio. It could be the capital your family needs to make sure a surviving spouse and children are well cared for after you pass. It could be a wealth transfer tool for families with a higher net worth. […]
corporate trustee
Estate Planning Considerations – Selecting a Successor Trustee
Do you have a trust? Are you thinking about creating one? Why? Most people will tell you they created or want to create a trust to protect their assets and to make sure they are taking care of their children/grandchildren. So, it makes sense that (1) who takes care of the children and (2) who takes […]