June 29, 2022

Your legacy is bigger than what you bequeath in your last will and testament. Your legacy is defined by the actions you take and the choices you make every single day.

October 27, 2021

It is more important than ever to ensure that you are transparent with your intentions concerning beneficiary designations.

April 8, 2021

As life’s circumstances change, a family may one day want to transfer ownership of personally owned life insurance to another member of the family, such as a spouse or child. With an ownership change, the life insured remains the same, although the new owner may choose to change the beneficiary.

January 14, 2021

You’ve worked hard throughout your lifetime and this hard work has finally paid off. Perhaps you’ve accumulated assets beyond even those that you may need to enjoy a carefree and relaxed retirement that will eventually be passed on to your heirs. However, some of these assets can result in a tax liability upon your death, or on the death of your spouse.