Insights

Trusts & Estates  |  By Mark J. Ackerman, CPA, TEP, AEP

Estate Planning Considerations Based on Generational Differences

Differences Between the Generations By: Mark Ackerman, CPA When we preform estate financial and asset protection, it is important to take into consideration generational differences. Each generation has unique characteristics. They tend to shape the...

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Pre-Planning Elder Care: Are You Prepared

Typically, people do not begin to consider their long-term care until they are well into retirement. In today’s economic environment, it is essential to create and implement an elder care plan in your early 60s to ensure you take advantage of...

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Trusts & Estates  |  By Mark J. Ackerman, CPA, TEP, AEP

Estate Planning: Lifestyle Protection

When we retire, we vision a life of freedom and stress from work, but also, freedom from debt. By estate planning, in terms of lifestyle protection, you can achieve this. Unfortunately, a debt free retirement has become less of a reality. Two thirds...

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Estate Planning: Types of Life Insurance

When doing estate planning or just protecting your family, life insurance is usually a key component of the process. You can provide financial protection for your family or your business in the event of your premature death. But, like many issues we...

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