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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
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What Is The Coverdell Education Savings Account (ESA)?
One of new products that came out of the Budget Reconciliation Act of 1996 is the Coverdell ESA. The Coverdell ESA offers the potential for tax-free growth when you use the account to fund a child's q...
Read More of this ArticleGift Giving Strategies
The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property ...
Read More of this ArticlePermanent Life Insurance
Permanent life insurance provides lifelong protection and is known by a variety of names. These policies are designed and priced for you to keep over a long period of time. If you don't intend to keep...
Read More of this ArticleMedicare Part B
Part B is Medical Insurance and covers physicians services, outpatient care, test, and supplies. (see Medicare Part B)
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Read More of this ArticleSmarter Decisions
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