Henry Montag

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

What you don't know can hurt you as it pertains to your clients as well as your own life insurance portfolio.

These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

Accountants will want to fulfill their fiduciary responsibility, while avoiding fiduciary liability.

There are still a few things your clients should know and do now, well before they ever need to file a claim.

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.