Personal Protection for Wealth Holders
Most people think of life insurance as the first line of defense for their families and assets. But just as you maintain sophisticated investment and estate plans, experts argue that Continue Reading →
Month: December 2017
Using 529 Plans to Invest for College and Transfer Wealth
Paying for a child’s or grandchild’s college education is an expensive proposition, even for many high-net-worth Americans. Today’s elite institutions promise graduates a rewarding future, but at a cost that Continue Reading →
Using Charitable Lead and Remainder Trusts
Key Points • Charitable Lead Trusts • Charitable Remainder Trusts • Points to remember There are many options for those seeking to incorporate charitable giving into their estate plan. Two Continue Reading →
Is There Insurance That Will Cover Care for Alzheimer’s Disease?
The Alzheimer’s Association estimates that as many as five million Americans are living with the disease, while many more confront other forms of dementia. These sufferers require intensive around-the-clock care Continue Reading →