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We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.
Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.
We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.
Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.
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From Our Blog
What Are The Different Types of Life Insurance Policies?
Life insurance policies can be very simple or extremely complex given the circumstances. Much of this is a function of the type of policy and how it is being used.
Irrevocable Life Insurance Trust (ILIT) for Estate Planning
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to reduce estate taxes and preserve your wealth.
What is a Life Insurance Retirement Plan (LIRP) and How Does it Work?
A Life Insurance Retirement Plan (or LIRP) is a tax-efficient way for individuals to save for retirement by providing income you can enjoy during your lifetime.
Premium Financing Life Insurance
Life insurance premium financing is the process of borrowing money from a third-party lender to pay for large life insurance premiums.
What is a Term Life Insurance Conversion?
A term life insurance conversion allows a policy owner to convert their existing term insurance to a permanent life insurance policy.
The Benefits of a Life Insurance 1035 Exchange
A life insurance 1035 Exchange is a tax-free transfer of policy values from a life insurance or annuity policy to a new policy. This allows policy owners to avoid taxation on policy gains from the old policy to the new policy. Section 1035 of the Internal Revenue...