by Ed Hinerman | Mar 8, 2012 | estate tax attorney, estate taxes, financial adviser, insurance, life insurance, term insurance
What do estate tax attorneys and financial planners have in common? Short,fat and bald? Maybe but not the answer I’m alluding to. They’re both working to keep the money you make in your family! Another good answer but still not quite where I was headed....
by Ed Hinerman | Oct 13, 2009 | insurance, life insurance
I am working with a client on two life insurance policies totaling over $10 million in death benefit and when we conferred with his accountant today on ownership questions I ran into a refreshing attitude. I have voiced my opinion more than once in this forum...
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