1. Hiring Children in the Family Business David W. Swatosh, CPA Phone: Ext. 7147 Email: [email protected] 2. Agenda Considerations Income ShiftingKiddie Tax Implications…
1. Welcome to Lenox Advisors“We help our clients realize their dreams by integrating and overseeing virtually every aspect of their financial lives.” Michael Book, Managing…
1. It’s time to planfor the long term Long Term Care Insurance Optionsfor Individuals LTC53006 Massachusetts Mutual Life Insurance Company Long Term Care Insurance CRN201304-145009…
1. Welcome to Lenox Advisors“We help our clients realize their dreams by integrating and overseeing virtually every aspect of their financial lives.” Michael Book, Managing…
1. EDUCATING THROUGH THE ESTATE PLAN:BECAUSE MONEY DOESN’T COME WITHINSTRUCTIONS Presented at the 52nd Annual IICLE Estate Planning Short Course by Lauren J. Wolven, J.D.Horwood…
1.Today’s women planfor the long term. Long Term Care Insurance Optionsfor Women LTC53201 Massachusetts Mutual Life Insurance Company Long Term Care Insurance CRN201305-1484652.…
1. Welcome to Lenox Advisors“We help our clients realize their dreams by integrating and overseeing virtually every aspect of their financial lives.” Michael Book, Managing…
Insurance Strategies Unlocking the value of whole life Whole life insurance as a financial asset An Educational Guide for Individuals The value of asset diversification We…