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I’ll never forget the day a specialty physician walked into my office and asked, “Why do I have to buy life insurance and then use

Insurance decisions don't come with a clear roadmap. The fine print feels endless, the options look identical, and yet the consequences of choosing the wrong

Imagine walking into a room where twelve trusts and sixteen life insurance policies are laid out—each with its own owner, trustee, beneficiary, and purpose. Now

The recent Connelly decision by the U.S. Supreme Court offers an important opportunity for business owners and their advisors to revisit the structure and

Strategic Planning to Guide Business Owners Through Change After the Connelly Case  For business owners, attorneys, and financial advisors, the recent Connelly Case decision serves

How Strategic LTC Planning Provided Tax-Efficient Liquidity and Preserved a Legacy Long-term care (LTC) planning is often viewed through a financial lens—calculating costs, projecting

Custom Insurance Solutions: Beyond the One-Size-Fits-All Approach When it comes to insurance, one of the most common mistakes I see is settling for standard solutions.

As tax season approaches, many families begin to reflect on the legacy they’ll leave behind. For high-net-worth families, this often brings questions about how to

Raise your hand if you have individual disability insurance. Go ahead, I’ll wait. No? You don’t? Annnd you have no idea what individual disability insurance