The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Have A Question About This Topic?
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.