ILIT As An Effective Estate Planning Tool

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON December, 27, 2016
Protecting one’s estate from creditors, predators, in-laws, and outlaws is a key reason clients with larger estates may consider establishing an Irrevocable Life Insurance Trust, or ILIT. Acronyms can be mystifying, so let’s start with a definition.  An ILIT is...

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A Survivor’s Financial Checklist

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON April, 27, 2016
No one likes to think about death, and yet we all have to face it sooner or later.  My clients often request a checklist when someone they know has passed away.  It can provide some structure during a time that...

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