New Jersey doesn’t have an estate tax, but it does have an inheritance tax. This is something that can be just as damaging to a family’s financial legacy as an e…
New York, New York – Why Would a Wealthy Person Finance a Life Insurance Policy?
Why in the world would a wealthy person want to finance a life insurance policy? It would seem like someone with a lot of money could just reach into his or her pocket and pay the “freight”. But using loans is really a lot more cost effective.
The Unger Company has been working with high-net-worth individuals (HNWI) and ultra-high-net-worth individual…