by Ron Boyer | Mar 18, 2015 | Blog
Here’s an interesting article by Tom Virkler: Credit Shelter Trusts – To “B” Or Not To “B” Let’s talk about federal estate taxes. Back in the old days the first spouse to die had to use the lifetime estate tax exemption at death or...
by Ron Boyer | Mar 12, 2015 | Blog
Here’s an informative article by a friend, Steven M. Greenwood, about common mistakes in estate planning and how to avoid them. There are a lot of mistakes your clients can make in estate planning. A lot. Bad planning can result in your client failing to protect...
by Ron Boyer | Sep 23, 2014 | Blog
The following article from CPS Insurance clarifies the reasons that Long Term Care Insurance can be an important part of planning for the future and protecting your family. Long Term Care Insurance – Why Wait? Most people envision themselves living a long life,...
by Ron Boyer | Sep 5, 2014 | Blog
We thought this was funny. Hope you enjoy. Happy Friday!...
by Ron Boyer | Aug 11, 2014 | Blog
The following article by Dick Reynolds of Great Plains Life and Annuity, presents a creative option for Estate Tax planning. You may find it interesting. There are a couple of consistent reasons why wealthy individuals or married couples do not purchase life insurance...
