With potential estate tax changes on the table, it may be premature to start acting upon them, as the changes may not even come into play. “A well-crafted, astutely managed life insurance portfolio can be a bright spot in an estate portfolio, and the economic dynamics of it don’t change whether or not there’s an estate tax in effect at a given moment…” [ Read more here ]

Ensure your insurance portfolio is working for you, with the help of the elite advisors at Seeman Holtz Property and Casualty.