Why VUL?

Picture this: a life insurance policy that works for you. You not only have control over how the policy cash values are invested and managed, but you also put yourself on the clearest path to earning higher returns than other life insurance products. Meet Variable Universal Life Insurance (VUL).   Let’s begin by defining VUL.…

Donor Advised Funds & Private Foundation

People donate to charity for many reasons – passion for a particular cause, to make a difference in the world or to generate a charitable tax deduction.  As donors become more sophisticated, an experienced wealth advisor will help a client combine and achieve these goals.  As those planning conversations progress, the benefits and differences between…