Preserving Your Estate

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse…

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse…

Legacy Bond: Is it For Me?

Article written by Jennifer Black and Dedicated Financial Solutions. Legacy Bond First thing to note is that a legacy bond is only one of many different and similar options involving…