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Have You Recently Reviewed Your Life Insurance Needs?
At one time, life insurance played a much larger part in an estate plan than it does now. Why? Families would often use life insurance payouts to pay estate taxes. But with the federal gift and estate tax exemption at $13.61 million for 2024, far fewer families...
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
Transitioning Ownership The decisions made regarding ownership of the family office or closely-held business may not necessarily be the same decisions that...
What Will Your Remote Work Policy Be After Covid-19?
Earlier this year, employers were polled by Mercer, a global benefits consulting service, to give their preliminary thinking about flexible work arrangements...

