SYNOPSIS: The history of life insurance can be traced back to burial societies of the Roman Empire. People who belonged to these societies, like soldiers, would contribute to the society so their colleagues...
What the Heck Is Insurance? A Look at Our Business
BY: ,
[embed]https://vimeo.com/852117867[/embed]
What the heck is insurance? And would you believe the concept dates all the way back to Roman times? It began with burial societies for people like soldiers to relieve their family of the expense of providing an appropriate burial when the time came. Flash forward to 16th century England, and we have what is acknowledged as the first modern life insurance contract. Life insurance today seems like pretty ordinary stuff, but it’s not -- it’s an incredibly sophisticated industry that protects the assets of millions of Americans. The Unger Company are experts at using life insurance to protect the assets and wealth transfer plans of high-net-worth clients.
“Best Estate Tax Planner in New York, NY”
Top Rated Local Estate Tax Lawyer / Attorney / Advisor
New Jersey is one of five states that only applies an inheritance tax on wealth transfer. The Garden State’s inheritance tax dates to 1892 and has sev…
Connecticut’s estate tax picture is interesting for 2023. The state has raised its estate tax exemption to $12.92 million, which is in line with the f…
What is a family office? This is a question we sometimes hear from people who simply don’t know. A family office is a professionally staffed operation…
An in terrorem clause is designed to disinherit someone if they challenge an estate plan. But depending on the state, there could be compelling reason…
Connecticut’s estate tax exemption has moved into alignment with the federal estate tax, but there are important differences that HNW and UHNW familie…
The first modern life insurance policy dates to 1583; today, it protects assets for millions. The Unger Company are experts at using life insurance in…
A family office is an operation that manages the assets of an ultra-high-net-worth family. As estate tax strategists, The Unger Company works with fam…
We are different than financial advisors in many ways, but one idea that may be helpful in understanding what The Unger Company does is that they are …
“Best Estate Tax Planner in New York, NY”
Top Rated Local Estate Tax Lawyer / Attorney / Advisor
Newyork, NY
CityScoop is the top ranked local business news network in the United States. Established in 2008, CityScoop has been providing local communities with high quality news about local businesses and their most recent projects.