After a lifetime of careful stewardship, diligent planning and hard work, many affluent individuals begin to look at how to transfer the assets they have accumulated in the most efficient manner, both for tax purposes and family governance.
Have you ever considered your financial success a liability or a target for personal lawsuits? Unfortunately, personal wealth increases an individual’s risk of being sued.
Many of the clients we’ve worked with through the years have viewed long-term care (LTC) insurance as a tertiary protection tool that plays third fiddle to life insurance and disability insurance.
It is quite common today to hear and see reports of data breaches from businesses and organizations you assumed had sophisticated systems, the experts, and the technology to safeguard their (and your) online data.
Identity theft has become one of the fastest growing crimes in America. Even with tight security measures, large corporations and government agencies have not been immune to security breaches.
While there are several long-term care insurance options available in the market to help offset the cost, many people still have questions surrounding how the coverage works and remain unsure of how to sort through the clues and select the best option.