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Dear Valued Clients, As you may be aware, the Tax Cuts and Jobs Act of 2017 (TCJA) significantly increased the lifetime estate and gift tax

Liquidity, Liquidity, Liquidity!By: Richard S. Bernstein, Amb. Robin Bernstein(ret.) and Arthur L. Bernstein Even billionaires need insurance policies (79 Florida Billionaires are among the World’s

Dust Off and Review Your Insurance Portfolio March heralds the arrival of spring, a season synonymous with “Spring Cleaning” a time when many of us

In an era where technology reigns supreme, the life insurance industry is undergoing a profound digital transformation, revolutionizing the way policies are managed and accessed.

In the realm of financial planning for affluent individuals, life insurance has emerged as a powerful tool for securing a family’s inheritance and mitigating the

A Strategic Approach to Life Insurance and Tax Savings Are you one of the many individuals making the exciting move to the Sunshine State? As

Even billionaires need insurance policies (77 Florida Billionaires are among World’s Richest: Forbes 2022 List) to protect their vast assets, massive homes, golf courses, businesses,

One of the most common motives people buy life insurance is to provide for their heirs upon their death, but did you know that life

People are often savvy with their financial investments, including purchasing a life insurance policy. So, they would use their best judgment and seek wise advice

Innovative New Insurance Program Provides Rewards for Living a Healthy Life The New Year always brings with it a plethora of new resolutions to enable

Dust Off and Review Your Insurance Portfolio March has arrived, and with it comes “Spring Cleaning” that time of year when people clear the clutter

In today’s world, we are often seeking new opportunities to add ways to live a better, happier or healthier life. Even insurance companies are finding

In today’s ever changing economy and political environment, there are several unique estate planning tools that one can consider. An essential piece that should be

You have worked hard for your money. Don’t you deserve to shelter it from excessive taxation upon your passing? The answer is “yes.” And for

When its owner for more than four decades passed away suddenly, Troy Belting and Supply Co. in Watervliet, N.Y., could have collapsed, as do many

You might be surprised to learn that many banks often choose to make life insurance a significant percentage of their top-tier or ‘Tier 1″ capital