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Over the course of my years in this business, I have written many articles concerning personal, business and estate planning  It is my hope that these pieces would be of some help in your planning, and at the least evoke some questions about the subjects covered.


With our new website, we have the ability to “library” articles, so periodically you will get notice of our posting of new pieces that may be of interest to you in this Blog section.  Past articles are not going to be posted here as the subjects change rapidly in the financial and estate arenas, but new pieces that I write, and some that I feel worthy of this space written by others will be posted periodically.  If you have a specific subject you would like addressed and don’t find it here, please contact us as our libraries are extensive.



Wednesday, May 4, 2016

Dear Client: I just returned from Washington DC on my annual trip to attend the Association for Advanced Life Underwriting (AALU) meeting. I’ve been hitting this meeting for over 25 years now, and always enjoy the visit, the...


Monday, September 7, 2015

State Estate Taxes – The Forgotten Wrecking Ball of Smaller Estates By Paul R. Marriott CLU ChFC CAIAMost folks realize that the exempt amount for federal estate taxes increased to $5.43 million per person for 2015. If you are married...