3 Smart life insurance moves to make now

Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

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Life insurance can do more than protect—it can help you build wealth and flexibility.

The right strategy may help keep your policy aligned with your evolving goals. Explore this infographic to see three smart moves you can make now to improve policy fit, transfer wealth tax-efficiently, and tap into cash value strategically.

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Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

While the IRS audits less than 1% of individual tax returns, certain factors can significantly increase your chances of being selected for an audit. Understanding these red flags can help you minimize risks and safeguard your financial well-being.

Download this infographic to learn more.