TOLI Trustees: Don’t Throw That Life Insurance Policy Away!

TOLI Trustees: Don’t Throw That Life Insurance Policy Away!

by Michael Brohawn | Oct 21, 2020 | Wealth Advisor Resources

The Tax Cuts and Jobs Act Of 2017 signed into law by President Trump drastically limited the number of estates affected by federal estate taxes through raising the federal estate tax exemption from $5.49 million to $11.18 million.  With the higher exemption it has...
Feel Better About Those Books You Never Get Around To Reading

Feel Better About Those Books You Never Get Around To Reading

by Michael Brohawn | Oct 1, 2020 | Life Insurance Strategies, Wealth Advisor Resources

Are you like me? You can’t pass up the urge to buy a new book but never seem to find the time to read them all? Are unread books stacking up on your bedside table or office desk? Relax, there are those who believe your book buying is a “badge of honor.” (1) Why? The...

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