16 01, 2020

Charitable Lead Trust

By |2020-09-28T12:50:47-07:00January 16th, 2020|Legal Documents|0 Comments

Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss how a charitable lead trust works. Purpose The purpose of a charitable lead trust is [...]

10 01, 2020

Group Long Term Care Insurance

By |2020-09-28T12:52:32-07:00January 10th, 2020|Financial|0 Comments

Group Long Term Care Insurance Group long term care insurance is a form in which you can purchase long term care coverage. However, the only way to enroll is through your employer. In this article, we will briefly go over how group long term care insurance works for employers and employees. If you would [...]

1 01, 2020

8 Questions to Ask a Potential Investment Advisor

By |2020-09-28T12:54:45-07:00January 1st, 2020|Advisory|0 Comments

8 Questions to Ask a Potential Investment Advisor Interviewing a potential investment advisor is an important step. This potential investment advisor is going to be a close partner and will lead you to reach your financial goals. Thus, it is important that their philosophy and services match your needs. In this article, we will [...]

Go to Top