A joint trust created by a married couple to minimize estate taxes and provide a structured way of dealing with assets after death.
A humorous take on the sometimes morose subject of AD&D insurance!
Strategies used to guard one's wealth from taxation, seizure, or other losses.
A clever financial entity designed to avoid conflicts of interest while keeping you blissfully unaware of your investments
Understanding Cash Value Life Insurance – It's like a piggy bank that protects your loved ones!
A formal recognition of expertise in financial planning.
A strategic investment approach that smooths out market volatility by spreading out purchases.
A special legal construct for transferring wealth to the next generation while keeping Uncle Sam at bay.
Understanding how the Gift Tax Return works and its implications for givers.
An Educational Overview of Grantor Trust Rules in the Internal Revenue Code
A comprehensive overview of what Group Life Insurance is, its benefits, and its workings with a dash of humor.
A humorous take on calculating life insurance needs based on the financial loss of a family if a member passes away.
An exploration of the IPS, its importance, and how it can guide your investment journey!
Understanding Joint-Life Payouts in Pensions and Retirement Plans
A comprehensive guide to understanding Last Wills and Testaments with a sprinkle of humor.
A managed account is a personalized investment portfolio managed by a professional.
Understanding the tax status of Married Filing Separately (MFS) and its implications.
A humorous take on a qualified retirement plan that puts money aside for your golden years!
Understanding Paid-Up Additional Insurance and Its Benefits
A certification enabling CPAs to specialize in personal financial planning and wealth management.
Understanding Personal Lines Insurance and its Importance
A humorous and insightful look into the intricacies of the tax filing status for surviving spouses with dependents.
A guide to the Registered Education Savings Plan (RESP), an investment vehicle for children's education.
