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Three Strategies to Help Prepare for Looming Tax Increases

We've all heard and read the headlines - tax increases are inevitable. With our rising deficit at the state and federal levels, combined with significant increases in government spending and drops in business revenue from the COVID-19 pandemic, tax hikes are likely, especially for higher earners.

CNBC's Robert Frank highlights three strategies affluent families should consider to ease the impact of the anticipated tax increases.

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Colleague work from home opt-in policy

Due to the recent public health concerns regarding COVID-19, TDC Life’s Maumee, Ohio office location will be instituting a colleague work from home opt-in policy starting Friday, March 13th.

This means TDC team members will work remotely from home, or can work from our office with manager approval. Any scheduled in-office meetings will be handled on a case by case basis.

We are confident our investment in technology will allow for the continuation of normal business operations. If you have any questions or concerns, please contact us directly.

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2020 Top Workplace Announcement

TDC Life is thrilled to announce that we have been recognized as a Top Workplace for the third consecutive year by the Toledo Bade. We thank our entire team for their hard work and dedication in helping to build a collaborative, fun, and committed team environment. We are blessed with a tremendous team of professionals and look forward to continue to build on our strong team culture going forward.

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2020 Tax Reference Sheet Now Available

Our 2020 tax reference sheet is now available. This quick guide offers information you'll need to know for the upcoming year.

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🎄Merry Christmas & Happy Holidays from TDC🎄

We thank you for the opportunity to help and serve you! Merry Christmas and Happy Holidays from your friends at TDC. 10,000 lights on our Christmas Tree… but we have a one in a million team!

(press play to watch video)

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A Brief History Lesson

December 18, 2019
A Brief History Lesson

With the election of Donald Trump as the 45th President, there were many questions surrounding his plans on tax reform. Many people predicted he would change, or even repeal, the estate tax; however, three years later the estate tax remains unchanged. Many of those who postponed planning to see what changes would occur may now find themselves behind the “estate-ball” due to inadequate planning. Had proper planning been done they would be in a better position today regardless of any change (or lack of change) to the estate tax.

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Business Continuation, Key Person Protection and Retirement Planning  White Paper

Proper risk management for business owners involves making sure that in the event of an untimely death and/or disability of an owner; arrangements are in place to protect the interests of surviving owners and the deceased owner’s heirs. An untimely death of an owner without proper buyout agreements and funding sources present unique planning challenges for both the heirs of the deceased owner and the business itself.

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What Sets TDC Apart?

Since 1958, TDC Life has focused on providing comprehensive life insurance solutions to successful individuals, families, and businesses. We do this through a systematic process of evaluating, constructing, and servicing customized life insurance portfolios through sophisticated wealth transfer strategies and life insurance designs. So what sets us apart?

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Watch Video - Why TDC Life?

In this video Tyler Horning, Principal, describes what sets TDC apart.

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