Long-term disability (LTD) insurance protects your income if you become disabled and unable to work. A long-term disability plan can be obtained through your work or from an insurance company. [...]
What would you do if one of your company’s leaders died? You’re not alone if you don’t have a comprehensive response. According to one research, nearly 60% of small-business [...]
Marc Carlson | October 2, 2015 Studies have shown that more than 90% of family wealth is lost by the end of the third generation. To help clients avoid this, advisors must become adept at [...]
Marc Carlson | September 20, 2015 The practice of medicine is a profession fraught with liability. It’s not just medical malpractice claims either – employment related issues (wrongful [...]
Marc Carlson | September 14, 2015 Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life. Unfortunately, many farmers and ranchers don’t [...]
Marc Carlson | September 2, 2015 A will or trust contest can derail a client’s final wishes, rapidly deplete their estate, and tear their loved ones apart. But it doesn’t have to end like this. [...]
Marc Carlson | July 27, 2015 Asset protection is vitally important in our ever more litigious society, and more wealth planning teams are needed who understand the intricacies of this area and [...]
Marc Carlson | May 15, 2015 Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if [...]
Marc Carlson | April 1, 2015 There is always a media swarm around the death of a celebrity, especially when they’re young, active in their careers, beloved, and tragic. The death of actor Philip [...]
Marc Carlson | April 1, 2015 Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life. Unfortunately, many farmers and ranchers don’t fully [...]
