Are you a business owner looking for innovative ways to manage risks, reduce insurance costs, and enjoy tax benefits? If so, you might want to consider joining the exclusive club of Captive 831(b) insurance companies. Still on the fence? Here are 10 compelling reasons why you should take the plunge into the captivating world of...
Category: Estate Planning
Trusts aren’t only for the rich anymore!
Trusts are important financial instruments in estate planning. Unlike a will, with a trust, you can legally arrange your estate in a way that saves your family a substantial amount of money on taxes, avoids probate and those expenses, and distributes your assets according to your wishes after you’re gone. **What is a Trust?** The...
You Are Gonna Die Sometime…
Well, might as well have life insurance. Come on, face it, you are going to die one day. What is one way to prepare for it? Live life to the fullest? Yes. Have fun with your loved ones? Yes. Buy life insurance? Yuck. Then again, it really does make sense. As you consider the wide...