Blog Posts in July, 2019

Risk Management in Your Estate Plan

Don't forget to cover your assets! Florida is one of the best states for estate planning and asset preservation. You’ve heard the expression, “a little knowledge goes a long way.” This is very true when it comes to protecting your assets from unforeseen creditors in Florida. While Florida has yet to enact legislation that allows self-settled domestic asset protection trusts, it does have several ...

Annuities - Fantastic Retirement Vehicle or a Bad Investment?

Are Annuities a fantastic retirement vehicle or a bad investment promoted by zealous salesmen? Unfortunately, financial products have been given a black eye by a few bad financial advisors who oversell products that are unsuitable or not properly designed. In this article, we will explore annuities. Points in Favor of Annuities Annuities can be an excellent retirement vehicle designed to protect ...

Long Term Care Insurance - A Changing Landscape

Long term care coverage is changing..... There are risks in life that are insurable ; for example, premature death (while in good health) or living long enough to require health care services. For premature death, we have life insurance and for health care services, we have long term care insurance. So, which is right for me? Life insurance has been around for over 100 years while long term care ...