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The Need for Disability Planning

Most insurance professionals don’t discuss disability insurance with their clients, and most clients grossly underestimate the need for it. However, we’re entering a period when the need for disability planning will convince savvy business owners to explore their options. Around half of home foreclosures are due to disability. A 35-year-old, white-collar male who suffers a…

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The Return of the Estate Tax

As Connections was going to press, the federal estate tax system doesn’t exist for citizens dying in 2010. Thus late billionaire owner of the New York Yankees and numerous other businesses and investments, George Steinbrenner, passed his megae state to his family members and other beneficiaries free of federal estate tax. Had he died in…

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