We help you remove the burden of business risk and employee benefits planning, and harness its strategic potential. Make the best decisions for your business and get in touch today.
Life Insurance
Connelly v. United States: A Landmark Case on Estate Tax Valuation
The Connelly v. United States decision redefines estate tax valuation by confirming that life insurance proceeds used for corporate share redemption must be included in a business’s taxable estate.
Retirement Plans
Preparing for Retirement While Supporting Adult Children
Preparing for retirement while supporting adult children at home requires careful financial planning, clear communication, and a focus on fostering independence to maintain stability and harmony.
Life Insurance
How Much Life Insurance Do You Need?
Ensure your family’s financial security by understanding the key factors that determine the right amount of life insurance coverage for your unique situation.
Life Insurance
Should I Switch Life Insurance Providers?
Switching life insurance providers may seem appealing, but it comes with potential challenges like new medical exams, fees, and reset contestability periods.
