Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Leveraging Whole Life to Pass on Wealth

Using whole life to transfer wealth when it comes to paying estate taxes

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Financial Planning in the Year of the Ox

Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.