Advanced Planning

Leveraging Life Insurance for Charitable Giving

Jeff Root Jeff Root
Posted in Advanced Planning
Charitable Giving

What do Warren Buffet, Bill and Melinda Gates, Michael Bloomberg, and the heirs of Sam Walton have in common? They have given away billions of dollars through foundations and nonprofits to make the world better. Many of us would also like to leave a lasting legacy in our communities through charitable giving. But unless we’re.. Read More

Long Term Care Insurance

Jeff Root Jeff Root
Posted in Advanced Planning
long term care insurance

While you may be aware of the protection that a life or health insurance policy provides, you may not have considered the vital role that long term care insurance could play in your life. As people age, they inevitably need more extensive health care, and the cost of that care can be too much to.. Read More