The premium finance market is predicted to reach $79.72 billion by 2028, almost doubling since 2023 at $46.08 billion, and reaching...

In a recent article from Forbes.com , author Ashley Case explains the key differences in selecting a " calendar year or fiscal year for...

"The Tax Cuts and Jobs Act (TCJA) of 2017 nearly doubled the federal lifetime gift and estate tax exemption. In 2024, this act currently...

An article from The Globe and Mail addresses Canadian concearns on estate planning with cross-border assets. The article highlights,...

If you are considering changing your estate plan before the election, there are several factors to keep in mind. 1. Don't delay setting...

Inventory Your Assets : Make a list of your property, investments, and personal items. Determine Beneficiaries : Decide who will inherit...

In an article from J.P. Morgan, they explain why estate planning for Indigenous Americans can be slightly more complex, "For Indigenous...

“A life insurance policy can ensure your wealth goes toward your wishes and your legacy lives on after you’re gone.” The article from...

As the Great Wealth Transfer approaches, it is important for your will to be open and honest with your loved ones when talking about your...

Do you have a plan for your highly appreciated assets? ⁠ ⁠ "At the very least, most taxpayers with highly appreciated assets should...

Find the article here: https://insurancenewsnet.com/innarticle/how-affluent-individuals-and-families-use-ppli-for-legacy-planning...

Estate Planning is important for every family, no matter the amount of assets you have, which is one of the most common reasons for many...

"The U.S. Premium Finance market size was valued at $17,808.53 million in 2023, and is projected to reach $37,515.84 million by 2032,...

Whether it’s rare coins, fine wines or exotic cars, collectors have been gathering unique and valuable items for as long as they have...

The sunset of the Tax Cuts and Jobs Act is approaching on Jan. 1, 2026, and it is not going to be as easy to get your tax and estate...

Wealthy individuals benefit from leveraging their exemptions. This means using your exemption to gift more than $13.6 million in assets,...

In a recent article from Forbes, Martin Shenkman breaks down President Bidens budget proposal from March 11, 2024 for the 2025 Fiscal...