by volcom2278 | Dec 2, 2019 | Client Stories
PROBLEMS PRESENTED: A young professional couple in their late 20s, both doctors, had recently graduated and married. Tired of a cramped apartment, they wanted to buy a home, but while their combined incomes were good, they hadn’t yet had enough time to save for the... by volcom2278 | Dec 2, 2019 | Client Stories
PROBLEM PRESENTED: A young engineer client, age 33, and his wife, age 31, found out they were expecting for the first time, with twins on the way. In reviewing his current life insurance coverage, he discovered that his dad and mom had used the maximum annual gift tax...