Five important considerations when writing a will

They’re called the “accumulation years,” the 20, 30 or 40 years we work and earn money. During this time we buy a home, own a small business, volunteer, donate to charities, dabble in stocks, buy life insurance. Whatever our assets and interests, we want them protected and passed down to good hands. The solution is […]

Estate Taxes

No one is ever prepared for the loss of a spouse or family member. Death changes everything for those left behind. Whether death comes suddenly or after a long illness, the family’s grief can be overwhelming. Proper Estate Planning can simplify complex issues for your beneficiaries. Planning ahead can reduce family strain and worry, not […]

Simple Daily Habits Of The Delightfully Successful

If you commit to doing the following, each and every day, you will quickly be a lot more successful: 1. Walk away from gossip. Gossip is often hard to resist. Gossip also diminishes everyone involved. Shift the conversation. Or walk away. Sure you’ll be different. But that’s okay; do you want to be like the […]

Famous Brands Started or Saved by Life Insurance

If not for life insurance, Disneyland might have existed only in Walt’s imagination. James Cash Penney’s personal depression during the Great Depression might have shuttered the J.C. Penney chain. McDonald’s might have only served a few hundred thousand. find out how life insurance played a key role in either the creation or survival of some […]

Security for your Business through Life Insurance

If you’re a business owner, your business deserve protection , insurance can provide that security in a number of ways that may surprise you. It can also provide opportunity to help build assets in a tax-effective way for your retirement or estate plan. The Purchase of Shares If you have one or more shareholders in […]

Simple Daily Habits Of The Successful

If you commit to doing the following, each and every day, you will quickly be a lot more successful: 1. Walk away from gossip. Gossip is often hard to resist. Gossip also diminishes everyone involved. Shift the conversation. Or walk away. Sure you’ll be different. But that’s okay; do you want to be like the […]

Becoming A better Leader

How do you motivate people? What’s the biggest motivator? Progress. Via The Progress Principle: Using Small Wins to Ignite Joy, Engagement, and Creativity at Work: Of all the positive events that influence inner work life, the single most powerful is progress in meaningful work; of all the negative events, the single most powerful is the […]

9 Steps to Estate Planning

An estate plan helps you plan in advance what will happen to your money and property after your death. For example, you can use it to increase your wealth to benefit people who will inherit from you. You can also use an estate plan to reduce taxes owing when you die. But to make an […]

Make a will…

I recently read about someone who was relatively a wealthy person, married, had 3 kids and was in his early 40s. His intention was to make a will and leave everything to his wife, but he was tragically killed in a car crash before he could. When the dust finally settled, the courts ruled that […]

Estate Planning Tips

Regardless of the size of your estate, an effective estate plan is necessary if you want to make sure that the right parties inherit your assets. If tax is an issue, your estate plan can help to limit the amounts that your beneficiaries will owe. You might find the following tips helpful, even if you […]