The Estate Bond

by | Nov 1, 2016 | articles, blog, estate planning, life insurance

The Estate Bond
Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond.  Many become risk averse and move their assets into fixed income type investments.  Unfortunately this often results in the assets being exposed to higher rates of income tax...
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The Clock is Ticking

by | Sep 1, 2016 | articles, blog, business owner, life insurance

The Clock is Ticking
Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buylife insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not perform as well as they do currently. The good news is that the proceeds of...
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Family Business Planning Strategies 67% are at Risk of Succession Failure

by | Jul 1, 2016 | articles, blog, business owner, corporate planning, estate planning, life insurance

Family Business Planning Strategies 67% are at Risk of Succession Failure
If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good.This has not changed over the years. Statistics show a failure rate of: 67% of businessesfail to succeed into the second generation 90% fail by the third generation...
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