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The Importance of Considering a Trust
According to court documents obtained by The Blast, recently deceased star Burt Reynolds intentionally left his 30-year-old son, Quinton, out of his will and named his niece, Nancy Lee Brown Hess, executor of his estate. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®,...
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Will it Still Be There?
by William F. Rainaldi, CFP® Regional Vice President There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your estimated benefits are based on current law. Congress has made changes...
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2018 All-Star Golf Tournament Boasts Impressive Achievements!
(Binghamton, NY • October 4, 2018) The 17th Annual Jim “Mudcat” Grant All-Star Golf Tournament held August 30 resulted in a number of impressive achievements. Two tournament participants scored a hole-in-one—an All-Star Golf Tournament record! But even more important,...
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Treasury Proposes S.A.L.T. Reduction
The Treasury’s proposed SALT reduction will have little impact on life insurance—using life insurance to benefit charities continues to be a prudent planning opportunity. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®, CPCU®, CPC, CMS, AIF®, RICP®, CPFA Vice President,...
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Aretha Franklin, Like Many, Died Without a Will
Deeply private in life, Aretha Franklin died without having a will or trust in place. Now her roughly $80 million estate will be laid bare for all to see. Learn from Aretha’s mistake and “Think”—about your privacy, your estate and what you want to leave to whom and...
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Are You Financially Fit?
(Binghamton, NY • September 6, 2018) This year, Life Happens®, a nonprofit organization, has selected Danica Patrick, former professional race car driver, as the spokesperson for Life Insurance Awareness Month®. Danica believes life insurance plays an important role...
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ClientLine® covers an array of financial planning topics including estate planning, tax issues, business marketing ideas and more.
November Issue Features:
- All in the Family… Business
- Planning for Tomorrow
- Flexible Line of Credit
- Educational Gift Ideas
- Life Happens: The Value of Life Insurance
