All Wealth Planning Content

Protecting Your Executive Income in the Event of a Disability

Bruce L. Carrow, CFP®, CLU®, ChFC®, AEP®, CAP® |
Wealth Planning
Worried couple

 Planning for this potential risk is critical for corporate executives.  As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury. When considering the effects of a disability, you should first examine what existing coverage you have in place through your executive compensation program.

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Tax Return Considerations During Divorce

Rachael Leberstien, CPA |
Tax Reform
Tax Returns and Divorce NC.jpg

Don’t overlook this important element of divorce planning.   While not typically top of mind during divorce, taxes are an important consideration, especially completing your tax return. Consult with an attorney or advisor who understands the tax laws so that planning can be done before you agree to a settlement. Being equipped with information regarding divorce,taxes,

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