Premium Financing & Options for High-Net-Worth Individuals
Premium financing is a strategy used to help individuals or businesses fund the...
The Property-Rich but Cash-Poor Donor
Non-cash charitable contributions are donations made to charitable organizations that are not in...
Retirement Plan Options for Small Business Owners
As a small business owner, planning for retirement is crucial to ensure financial...
Trusts vs. Wills: A Primer
The difference between a trust and a will is significant in terms of...
Titling Property: A Will Alternative or Supplement?
Avoiding probate—the legal process that validates a will and distributes assets after a...
Mélange: Insurance and Estate Planning
Insurance can play a critical role in an estate plan, helping to achieve...
Arizona, Utah, and Texas Snowbirds in Colorado, Listen up.
When you're a "snowbird" (someone who lives part of the year in one...