When did you first purchase your life, disability, and/or long term care coverages?  Often, people purchase their policies, then stow them away and not look at them until they need them (which is often too late).  Life situations may have changed (and often do) since you originally purchased.  It’s the ideal time to take a […]

Say you invested $1000 in a stock that has grown to $50,ooo.  You want to share this with both a charity and your children in the most advantageous way possible.  Can it be done? Yes, by purchasing a life insurance policy in the amount equal to the value of the stock.  This will help ensure that your […]