Archive for Tax Planning
Apr
14
People who may need to rethink their Estate Plan
Posted by: | CommentsDollar for dollar, life insurance may be one of the best investments you will ever make for your family, your business and yourself.
1. Businessowners – If you don’t know where you are going, you might not know when you get there.
2. Professional people – A good plan implemented now beats a great plan someday.
3. Executives – There are two phases to wealth accumulation… getting it and keeping it.
4. People of wealth; You can spend 30 or 40 years putting it all together. The IRS can take it apart overnight unless you have the foresight to plan.
(Attorneys and accounts may compute the estate tax, but they won’t pay it.)
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