The Dangers Of Dying Without A WillUntil now, you may have viewed writing a will as something you’d get around to doing someday. But because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering …
6 Rolls of Toilet Paper v. Life Insurance
6 Rolls of Toilet Paper v. Life Insurance The ease of applying for and obtaining life insurance products during the pandemic has improved in recent weeks — and the process may be easier now than ever. We know the insurance-buying community has a heightened interest in our products based on what …
Retirees Get Another Break with Expansion of RMD Waiver
Retirees Get Another Break with Expansion of RMD Waiver The CARES Act cancelled "required minimum distributions" for 2020...and the IRS just expanded that relief to help more seniors and give more time to undo previous withdrawals. Seniors got a big break back in March when the Coronavirus Aid, …
Treating Tax-Free Life Insurance As A Diversifying Asset Class
By Bill Monte, The Estate, Legacy and Long-Term Care Planning Center of Western NY Life insurance can be used very effectively as a legacy and long-term care planning tool. Not only can it be used to help preserve and protect your retirement assets from the exorbitant costs of an unexpected need …
July 2020
Download Ed Slott's July Insights …