S’NOT A ROTH!!! — Planning to keep families in business (Fall 2008 Newsletter)

A couple of years ago I was meeting with a a client in his 50s who had chosen a substantial life insurance policy to protect his family while his business was in a very precarious growth mode. >>Read More




Click here to read actual client & professional advisor comments.

Our Privacy Policy

For the past 30 years, Don has worked with family-owned companies to develop exit strategies for the owners, facilitate the transfer of the business to future generations, and, in some instances to create special employee groups to buy the companies. He currently serves a clientele in 36 states and 4 foreign countries. >>Read More

In Partnership with the Tax & Financial Group



Pass It On, Inc....helping families answer some of the most difficult financial and family relations questions they will ever face.

Our company has been serving families for over fifty years. Longevity implies stability, competence, success, and dedication. We’re here today and will be tomorrow…passing it on.

Planning Concepts
Stock Protection
Stragetic Contingency
Tandem Trust
Personal Estate Decisions
Key Person LLP		 Minority Shareholder BuyoutFamily Partnership
IRA Rescue Plan
Second Generation
Partners Protection		 Split Dollar
Stewardship Retirement
Key Employee Group Diagram
Tax Wise Estate Plan Outline
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

More Newsletters →

Market Watch