WEALTH MANAGEMENT and BENEFIT SOLUTIONS
from an INDEPENDENT SOURCE
For questions or to schedule an appointment contact us at :
Adam Legate (859) 263-2303
Jason Young (859) 263-2301
Kevin Kitchin (859) 263-2304
Check the background of Ameritas Investment Corp. or this Investment Professional on http://brokercheck.finra.org
Newsletters
-
Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
-
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
-
Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
-
An Affordable Insurance Solution
A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Savings Accumulation
Estimate the future value of your current savings.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.