Guides and strategies on life insurance, collateral assignments, riders, and protection planning to help families and small businesses use insurance for financial security
At Dovermont Wealth & Tax Solutions, we believe every family—no matter where you live or what you earn—deserves the tools to build a brighter financial future for their children. That’s why we’re passionate about breaking down complex topics into simple, actionable steps. Today, we’re diving into UGMA and UTMA accounts: what they are, how they […]
Building Wealth for Kids: A Simple Guide to UGMA & UTMA Accounts Read More »
Introduction Most people think life insurance only matters when someone passes—but smart families and business owners are using it as a living strategy. One little-known tool is collateral assignment — and it’s helping people unlock financial flexibility without cashing out or giving up protection. What Is Collateral Assignment? Collateral assignment is a simple agreement between
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On July 4, 2025, Congress signed into law the One Big Beautiful Bill Act (Public Law 119-21) — a sweeping package of tax relief measures aimed at working Americans and seniors. The IRS released its official guidance this week, and here at Dovermont, we’ve summarized the key deductions you need to know in plain English.
