Protecting Those Who Matter Most
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using whole life to transfer wealth when it comes to paying estate taxes