Articles

Many of your clients are unaware of how important they are.  People don’t generally think about what would happen to them if they were to suddenly be unable to perform their jobs for an extended period of time due to injury or illness. Having the conversation about the need for Disability insurance doesn’t have to […]

The Estate Tax, on its face, seems unfair to most people. Essentially the federal government (and several state governments) levy a second tax on money that a person has accumulated over their lifetime after that person passes away. While people under the current threshold of $12.97 million dollars will not have to pay the Estate […]