Posts tagged with "Life Insurance"



Estate Planning · April 03, 2020
At some point in life, you might not be able to make decisions for yourself due to a medical condition, and when this time comes, you should be prepared. To ensure you remain part of the decision-making process concerning your life and that the preferences for your ongoing care are respected, you'll need to have the right legal documents in place.  Read here how to help you and your loved ones make these important decisions on your behalf, which you may be unable to make later in the future.
Business · March 31, 2020
As a business owner, you must thoroughly understand how cardholder data is collected and flows through the business in order to comply with the security standards of the PCI Security Standards Council. Here are the twelve PCI Data Security Standards that you must comply with if you plan to accept credit and debit card payments.
Estate Planning · February 28, 2020
We are always at risk of becoming incapacitated or deceased — even when there is not the coronavirus seemingly taking over the world by infecting and killing thousands of people. While now is a good time to ensure your estate planning documents in place and up-to-date, I should note that it is always a good time to make sure this important task is completed to ensure that your wishes are honored in the event of your incapacity and that your kids and loved ones are protected. 
Business · February 11, 2020
Though LLC is a type of business that offers a level of flexibility, remember that the process of forming one can be complicated and involves complex legal documents. It is critically important that you remember and adhere to the compliance requirements to keep your LLC in good standing. Failure to comply with the requirements will result in the suspension of your LLC and put your personal assets at risk. Here are some steps to help you get started if you are interested in forming an LLC.
Estate Planning · February 07, 2020
Whenever someone so beloved dies so young, it highlights just how critical it is for every adult, especially those with young children, to create an estate plan to ensure their loved ones are properly protected and provided for when they die or in the event of their incapacity. While the death of Kobe, his daughter, and the others is terribly sad, it motivates you to get your estate planning handled the right way, or updated, the tragedy just might have some positive impact.
Estate Planning · January 31, 2020
The changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. Here are three of the SECURE Act’s biggest changes and how they stand to affect your retirement account both during your lifetime and after your death.
Estate Planning · January 24, 2020
Whether you’re in the midst of a divorce, have been divorced for years, or are married with a prenup, it’s critical that you meet with your Personal Family Lawyer® and qualified tax advisor to discuss how this provision of the TCJA stands to affect you. Depending on your situation, you may modify your existing legal agreements to bring them into better alignment with the new rules or, establish a planning tool that could offset or lessen the new law’s impact on your tax obligations. 
Estate Planning · December 20, 2019
Though estate planning is mainly viewed as a way to pass on your financial wealth and property, when done right, it also enables you to preserve and pass on your true legacy: your memories, values, and wisdom. And it can also be a source of overall healing in the family. With the right support, having these all-important final conversations doesn’t have to be intimidating or awkward at all.
Estate Planning · November 29, 2019
As a parent, one of the motivating factors driving your life's work is to leave your children an inheritance to help secure their future, and regardless of how much or how little it can be, in some instances, an inheritance can wind up doing your kids more harm than good. Putting up a Lifetime Asset Protection Trust is a must to prevent such from happening and to safeguard your hard-earned assets from being wiped out. Read here to know the benefits of these trusts in further detail.
Estate Planning · November 22, 2019
It is critically important that you understand your Life Insurance Settlement Options, whether you're the policy holder or beneficiary in order to maximize your policy's financial benefit and to reduce potential taxes. It is also important that you choose the settlement option that is best suited for your particular needs. Learn here the importance of each of them.

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