Connelly v. United States Decision Affects Life Insurance for Closely Held Business Owners

by amanda | Jul 30, 2024 | Uncategorized

On June 6, 2024, the United States Supreme Court issued its opinion regarding Connelly, as Executor of the Estate of Connelly v. United States. This final decision will directly impact all closely held business owners that have company owned life insurance intended to...

Focus on Time in the Market, Not Timing the Market

by amanda | Jul 20, 2024 | Uncategorized

Should you buy a home now or should you wait? Read More

Top Reasons To Own a Home [INFOGRAPHIC]

by amanda | Jun 30, 2024 | Uncategorized

Buying a home has powerful financial and non-financial benefits. Read More

Now’s a Great Time To Sell Your House

by amanda | Jun 28, 2024 | Uncategorized

Thinking about selling your house? Read More

Estate Planning for Business Owners

by amanda | Jun 26, 2024 | Uncategorized

What are some of the fundamental issues when estate planning for business owners? Why should every business owner have an estate plan? What are some of the primary issues to address in an effective estate plan for those who own an interest in a business or...