Life Insurance
by Bruce Fenton Congress has been asked to consider cutting estate taxes as part of its annual quest to provide tax relief to the masses. To some, cutting estate taxes…
Life Insurance Beneficiaries
by Bruce Fenton One of the seemingly easier tasks involved in the purchase of life insurance is naming the beneficiary. An agent with pen in hand asks the applicant, “Who…
Insurance Companies and the Stock Market
by Bruce Fenton Hurricanes aren’t the only natural disasters that haunt insurance companies. Low interest rates and an anemic stock market can be just as disastrous when it comes to…
Second Marriage Planning
Handling the money in a second marriage takes planning and thought to avoid potential potholes on the road to marital bliss. The financial planning issues in second marriages can be…
Life Insurance and Spousal Trusts
Don’t throw away your life insurance trust and its expensive life insurance policy just because the estate tax is going away. Like a bad dream, in ten years it could…
Deferred Compensation for the Small Business
Not every business can afford to reward key employees with the largess of a Tyco or Enron. Yet rewarding key employees is very much a fact of life for many…