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With proper guidance, it is possible to keep your life insurance policy proceeds out of your estate and to also provide immediate funding for short-term financial needs.

MY SUMMER RESOLUTION If you’ve been following this newsletter, you’ll know I’ve announced a lot of exciting projects this year.

Conventionally, estate planning has focused on how to minimize estate taxes and designate who gets what when you die.

BUSINESS OR PLEASURE Summer’s finally here, and I’m sure many of our readers are gearing up for some well-earned vacations.

If your company is in the enviable position of having more funds on hand than are needed for current operations, you can make the most of these surplus funds by investing them.

THE PILOT MYSTERIES We’ve got a special treat for you this edition. It’s my pleasure to announce that our firm is releasing our very own serialized mystery series.

Before you can turn a profit, you first have to break even. Be conscious of the areas in which losses are occurring and have a plan for steering your company into the black.

Whether your estate plan is simple or complicated, many details can undermine the effectiveness of your plan. But, there are also ways to ensure the effectiveness of your plan.

Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones. The key to successful estate preservation is planning. So, don’t put it off. Consider taking these important steps now.

It may be difficult to imagine your eventual transition into retirement. Yet, if you want to build personal financial security and ensure business continuation, it is important to plan ahead.