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South Burlington, VT

Value Creation Blog

Is long term care insurance a good thing to buy today?

time is running out on long-term careLong-term care policies are under attack.  Or, at least that’s the way I see it.  In Vermont we just had one major carrier get out of the business and another has asked for a policy increase of 40%.

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Topics: wealth management, long term care, risk management, estate planning

Some very cool tax benefits for the next two years

Tax gifts for the next two yearsA holiday gift for taxpayers? After a 277-148 passage in the House and an 81-19 approval in the Senate, President Obama signed the 2010 Tax Relief Act into law on December 17, extending the Bush-era tax cuts.1 Here is the impact of the new legislation:

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Topics: asset management, financial planning, risk management, estate planning

5 reasons for a life insurance review in Burlington,Stowe, VT

life insurance VermontI often talk with Clients about their life insurance program.  Some people have life insurance for estate planning, others for business continuation and still others for survivorship planning.  In all cases I strongly believe that having a life insurance review process in place for all policies that are over five years old is important.

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Topics: life insurance, life insurance review, risk management, estate planning

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