My clients feel like there are so many barriers between what they can give, what they can do and who it will affect. They want to be able to see and measure how their gifts are making a unique impact and they want an interactive experience. I think that is participation is key. Most of …
Many clients have life insurance as part of their assets to provide for their surviving spouse or children. Although life insurance is not subject to income tax, it is subject to estate tax. The estate tax is a transfer tax on everything you own on your date of death – this includes life insurance, retirement …