topical-news

Asset Protection Is for Everyone

Asset Protection Is for Everyone

When people hear the words “asset protection,” they think of rich individuals with offshore accounts and tax havens. However, in reality, asset protection is for everyone. Using a series of basic techniques, individuals can increase the odds that the wealth they’ve accumulated stays with them and their heirs and not someone else.

Legal Issues to Consider When Parents Are Living with Their Adult Children

When Parents Are Living with Their Adult Children

Did you know that almost 20 percent of the U.S. population, or more than 55 million Americans, are living in households with two adult generations?

Approach Year-End Giving with the Following in Mind

Approach Year-End Giving with the Following in Mind

As we approach the end of the year, I often get renewed questions from individuals asking about the rules concerning gifts, taxes and related matters. The following are some important factors to keep in mind as you consider making gifts to family members, charities and other beneficiaries: 

Legal Issues for Business and Social Media

Legal Issues for Business and Social Media

Social media is a relatively new phenomenon, and the law is just beginning to catch up with the issues that are being raised for businesses. 

Life Insurance As Part of Your Estate Plan

Life Insurance as Part of Your Estate Plan

Even if you have a relatively modest estate, life insurance can be an important part of your estate planning for the obvious reason that it can substantially increase the estate’s value. In the case where there’s a premature death and a young family is in need of support, life insurance may be the primary means for that family's financial survival.

Life Happens

Life Happens Life insurance has evolved to keep up with changing consumer demands

The following guest blog is written by Ted Kotsakis, Chief Executive Officer of PLUS Financial Network. He has been in the insurance business since 1985 and has held managerial positions with Prudential and AIG Life prior to creating PLUS Financial Network.