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JMBM Tax Newsletter / Fall 2011
In the Fall 2011 edition of the JMBM Tax Newsletter, you will find the following articles:
Top 10 Wealth Planning Mistakes
Burton Mitchell and Jill Skinner address the 10 most common mistakes when it comes to estate planning. “When we review estate plans, there are some common mistakes we come across. You may think some of these are obvious, but we have seen them enough to assure you that they are not.” Read More.
Volatility Can Kill Your Variable Life Policy
Gordon Schaller discusses the importance of reviewing your variable life insurance policy before it’s too late. “The devastating, insidious truth is that your variable life insurance was never guaranteed to last and to provide the death benefits you counted on for your family.” Read More.
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