Life Estate Deeds Advantages & Disadvantages Today, it is possible to re-title the ownership of many assets by adding a beneficiary. When the asset is real property, for example, your house, this occurs through the use of a life estate deed. However, life estate deeds are not a fix-all. They …
Life Insurance During the Pandemic
Life Insurance During the Pandemic How to handle possible changes in the industry due to COVID-19. Whether your client is purchasing a life insurance policy for the traditional death benefit protection to offset the loss of a wage earner or to pay for the increased future tax liability imposed on …
The Covid-19 Essential Estate Planning “Go Package”
The Covid-19 Essential Estate Planning “Go Package” An estate plan doesn’t do much good when key people don’t know about it or have access to key documents and information. That’s become more apparent during the pandemic as people suddenly become ill and incapacitated. Many times after someone …
Life Insurance Retirement Plans: Are They A Good Choice For You?
Life Insurance Retirement Plans: Are They A Good Choice For You?Retirement — it’s that glorious time in your life where the only worry you should have is why your grandchildren haven’t called yet this week. Though it is a life-changing occasion and naturally stressful, it should be an easy …
Four Essential Estate Planning Documents You Should Consider Drafting
Four Essential Estate Planning Documents You Should Consider DraftingNo one likes to think about their own death. Where will your assets go? How will you care for your loved ones? What will the circumstances be? These are very important — but very unpleasant — questions to consider.Still, death is …