Navigating Wealth Transfer in Uncertain Times High net worth means different things to different people. To an average household, high…

One of our primary focuses at I&E is wealth building. But what is the point of building wealth if you…

When most people think about estate planning, they think about setting up legal documents like wills, trusts and durable powers…

Imagine you and someone else, like your spouse or business partner, are covered under a unique type of joint life…

In a recent article on inc.com, Richard Branson shares how his philosophy that making employees a top priority can bring…

What is a Family Trust? The term "family trust" doesn't refer to any single, specific type of trust in estate…

Look, after decades of working with clients, I've seen just about every retirement strategy out there. And here's what I've…

At Insurance & Estates, we understand that selecting the right life insurance company is a vital financial decision that impacts…

How to Build Tax-Advantaged Wealth Using Overfunded Life Insurance Strategies Are you looking for a powerful strategy to grow and…

Create a Living Trust Online with Expert Guidance A revocable living trust allows you to set up a plan that…