On March 28, 2022, the U.S. Treasury Department released its 2023 “Green Book,” known as the General Explanations of the Administration’s...

Spousal Lifetime Access Trusts (SLATs) are an increasingly popular option for estate planning. When you transfer an asset into a SLAT,...

C3 Risk & Insurance Services has partnered with DPH Financial Services to create a brand-new Financial Services division.

DPH Financial Services shares information on how an ESOP may positively impact your family business finances.

Since the House Ways and Means Committee released its initial draft of proposed tax increases on 9/13/2021, many taxpayers and advisors...

One of the most crucial challenges business owners face in today’s environment is retaining top talent. Attracting and acquiring talent...

We are excited to share the following economic update with you. In this month’s recap: Following the 2020 general election and Georgia...

I hope this email finds you well and that 2021 will be a healthier year for all of us. As you may know, in the last few weeks there...

On March 31, the Biden administration announced its $2 trillion jobs and infrastructure plan. The plan proposes various changes to the...

There’s been a lot of coverage of President Joe Biden’s proposed changes to the tax laws, including reducing the federal estate tax...

Bloomberg announced on March 15, that a major federal tax hike is planned for early 2022. Treasury Secretary Yellen advised that at...

A LIRP is a very powerful yet fairly basic financial planning tool that has been used to solve myriads of financial planning goals for...

Life insurance from your employer is a valued benefit for millions of American workers. Employer life insurance is a form of group life...

The Benefits Of Premium Financing For Life Insurance What is premium financing for life insurance? It is borrowing money from a third...

Retirement income planning is complicated, but is essential to help ensure you have enough retirement income after departing from your...

Federal lawmakers’ big year-end spending package includes a little-noticed revision of the tax code that is likely to boost sales of life...

Term insurance is a type of life insurance policy that provides coverage for a certain period of time or a specified "term" of years. If...