Monthly Archives: May 2015

Your 4-Way Financial Fortification Plan: Reducing Taxes v Protecting Wealth

2018-03-15T20:05:08+00:00

Jill felt pretty satisfied about taking responsible steps to reduce her tax burden. But when she overheard her neighbor chatting about her own estate planning, Jill worried that she may have missed the boat on the bigger issues related to wealth protection. Her neighbor mentioned a “4-way plan to fortify her financial fortress”, suggested by [...]

Your 4-Way Financial Fortification Plan: Reducing Taxes v Protecting Wealth2018-03-15T20:05:08+00:00