Tag: life insurance
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Losing someone you love is a moment that forever changes your life. When an inheritance follows, it can feel overwhelming. A gift like this is deeply personal, and knowing where to invest inherited money becomes more than just a financial decision. It becomes a responsibility—one that deserves thoughtful planning, not guesswork. Many people feel the…
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Congress may debate the future of the estate tax, but families with real wealth don’t wait to see how the vote goes. An ILIT (Irrevocable Life Insurance Trust) estate planning strategy remains one of the most reliable ways to protect your legacy—regardless of shifting laws. Today’s proposals to repeal estate taxes sound promising, but history…
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In today’s competitive business environment, attracting and retaining top executives is a challenge. High performing executives expect competitive compensation packages that go beyond traditional salaries and 401(k) plans. One of the most powerful yet underutilized strategies for rewarding key employees is the Executive Bonus Plan under IRS Section 162. While structuring an executive bonus plan…
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Today the financial markets are struggling, and retirement portfolios are taking a hit. If you’re worried about your future, now is the time to act. The best way to protect your retirement is to minimize risk while still allowing for growth. Whether you have individual stocks, an IRA, or a 401k, here are some key…