A dear friend of mine once shared how overwhelmed she felt by the whole idea of signing up for Medicare. It wasn’t just the process that threw her off, but the emotional weight of it all—feeling like this was a “milestone” that meant she was getting older. Turning 50, 60, and even 65 didn’t …
Published by Mark Petersen Do you own a family farm or privately held business which you would like to keep in the family? A survivorship policy works well and may be recommended to create estate tax liquidity when a significant taxable estate value is held in one or more illiquid assets. F …
Published by Ron Carson With Thanksgiving just days away, I thought I’d take some time to share what makes me so thankful this holiday season. After all, aside from spending wonderful time with family and sharing great food (and wine), this holiday is all about reflecting and giving thanks …
