by LM2 | Mar 14, 2024 | Estate Planning, Insurance, LIfe Insurance |
Life insurance isn’t just about protecting your loved ones financially when you’re gone; it’s an essential part of sound estate planning. Choosing the right policy offers peace of mind, allows you to leave a legacy, and potentially mitigates tax...
by Christine Brown | Nov 23, 2018 | LIfe Insurance, Trusts |
When it comes to asset protection planning for retirement and leaving legacies to your loved ones, there are several different trusts available that can help accomplish your goals. One type of trust One type of trust I recommend as a Long Beach trust attorney, called...
by Christine | Jun 30, 2015 | Beneficiary Designation, Beneficiary Forms, Divorce, Estate Planning, Estates, LIfe Insurance, Trusts, Wills |
Fran had just learned that her deceased husband Ed’s life insurance proceeds were going to be paid to his ex-wife Sally. As Fran found out from her lawyer, beneficiary designations can be the trump card of estate planning. You heard that right. The ex-wife Sally will...
by Christine | Jun 2, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, LIfe Insurance, Living Trust, Probate, Tax Planning, Trusts, Wills |
"If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement," says Carol Kroch, managing director, wealth and philanthropic planning at Wilmington Trust in Wilmington, Del. "Can they do the things they want to do?...
by Christine | Jan 6, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, LIfe Insurance, Living Trust, Probate, Tax Planning, Trusts, Wills |
“Regardless of how much wealth you have,” says Gregory Popera, a private wealth adviser with Bank of America Merrill Lynch, “having some type of estate plan and financial power of attorney are sort of the financial building blocks to make sure your assets go...
by Christine | Sep 8, 2014 | Beneficiary Designation, Estate Plan, Estate Planning, Insurance, LIfe Insurance, Living Trust, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
Why would parents procrastinate on something that it so important to their family’s well-being? The fact of the matter is that life insurance and estate planning are two topics that most people just don’t want to talk about. It is no fun to think about your own demise...
