Posts tagged with "Whole life insurance"



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. 
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 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.
Estate Planning · April 20, 2018
Choosing a life insurance policy may not be as simple as you think, there are multiple type of policies to consider when deciding which one is best for you. It can be confusing to understand life insurance so here are the different types of policies along with pros and cons of each. Take a look at these different policies and see which one would be most beneficial in your situation.