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Featured Content

February 2024

Main Article: 

Long Term Care as

an Asset Protection Tool

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January 2024

Main Article: 

Video Interview with Ellen Cookman about Life Insurance strategies in Estate Planning

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December 2023

Main Article:

Spousal Lifetime Access Trusts (“SLATs”)

and Life Insurance

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November 2023

Main Article: 

Millennials

and Life Insurance


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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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