With wedding season fast approaching, brides and grooms are beginning to think about gowns, tuxes, receptions and honeymoons. While a wedding should be about romance and beginnings, marriage has an added dimension: business.
As traditional Long-Term Care (LTC) insurance becomes increasingly expensive and underwriting continues to get more difficult, Hybrid LTC policies that bundle a life insurance or annuity policy with LTC coverage are finding wider appeal
One of the key roles we play as our clients’ Family CFO is that of administrative coordinator for their financial lives. People don’t fully appreciate just what that involves until after they become a client and experience it for themselves.