Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

You’ve dedicated your life to ensuring the financial security of your family. However, without proper preparation, your estate may be unnecessarily depleted, undermining the fruits of your work.

“In a great big land of freedom, at a time we really need ‘em/They don’t make ‘em like my daddy anymore.” – Loretta Lynn With the 100th anniversary of my late father’s birth now in the rearview mirror ...

With the proliferation of states that have abolished the rule against perpetuities (RAP) or introduced a statutory RAP with an extremely long term (for example, 800 years or 1,000 years), settlors may ...