Planning for Incapacity

Planning for Incapacity

What is incapacity? Legally, “incapacity” is not being able to understand information you need to know to make decisions, or not being able to understand the consequences of decisions. Incapacity…

Estate Bonds

Estate Bonds

What is an estate bond? The “estate bond” concept or strategy is the use of life insurance to preserve and accumulate wealth and defer taxes and thus increase the value…