Financial Planning
Wealth and Wisdom Preserved Through Legacy Planning
Legacy planning is more than just an exercise in leaving behind tangible assets; it's also about helping to shape the values of your family's future generations.
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Financial Planning
Legacy planning is more than just an exercise in leaving behind tangible assets; it's also about helping to shape the values of your family's future generations.
Long-term care, Sell your life insurance policy
Preparing for a future including long term care is a necessity for us all, even if it’s something we don’t like to think about.
Financial planning, Long-term care
Life settlements are always worth more than a life insurance policy's cash surrender value, and can be a financial security game-changer.
Financial planning, Long-term care
November 17 is National Working Daughters Day, a day when we honor the millions of daughters who provide unpaid care to aging and/or ill family members. It is also an opportunity to discuss how seniors can use life settlements to plan and pay for healthcare and long-term care expenses in retirement.
Do you have an old, unneeded, or unaffordable life insurance policy? It's possible to sell it for a market value and use the proceeds from the sale to plan and pay for long-term care services and expenses.