Jul 8, 2022 | Featured, Insurance, Risk Management
When creating an estate plan, entrepreneurs generally look to ensure their heirs and beneficiaries receive assets in a way that effectively manages and minimizes estate taxes, gift taxes, and other potential tax and administrative costs. This can be pretty tricky, depending upon the components of the estate, their value, ownership structure, and even the state where the assets, and the entrepreneur, are located. Learn more about estate planning and affordable alternatives.
May 24, 2022 | Finance, Insurance, Risk Management
Key-person disability insurance can offer an intelligent and economical solution to avoiding economic disaster. If done correctly, not only is the economic risk transferred to a third party, but the transfer takes place for pennies on the dollar.
May 4, 2022 | Insurance, Wealth
I’ve been getting many questions from business owners on managing their business risks. As a result, I’ve decided to write a series of short posts to address their needs. These are to be educational thought starters. I hope you find them helpful! Now, on to today’s...
