Legacy Planning
Irrevocable Life Insurance Trust
Irrevocable Life Insurance Trusts (ILIT) can provide financial control and tax efficiencies. This video shows you how it works.
Maintaining My Legacy
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death
Trust Basics
Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals.
Trusts: Manage how you leave assets to your family
Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.
The Power of a Trust
There are a lot of ways to plan for the future. Trusts can help protect your assets so you can create a lasting legacy for the ones you love the most.
Insurance Beneficiaries: There's more than one choice!
A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy.
What is the estate tax?
The estate tax is a tax on property that is transferred to others upon your death. Estate taxes are assessed on the total value of your estate — your home, stocks, bonds, life insurance, etc.
Choosing a Beneficiary for Your Retirement Plan
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax
Business Planning
Many business owners are too busy running their company today to prepare a solid succession plan. This video offers a checklist for a smooth ownership transition in the future.
Wills: A financial roadmap for your family
A financial roadmap for your family - A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.