ESTATE PLANNING

Estate Planning Introduction (For “advanced” estate planning for clients with estates over $5,000,000, please click here). Do you think your estate plan is in order? Many people think that because [...]

5 Estate Planning Tools It’s amazing, but there are millions of Americans who do not have their estate plans in order. Some think that a simple will is an estate [...]

Long Term Care Insurance Look the following statistics. If they don’t scare you into taking a long look at obtaining some kind of long-term care insurance (LTCI), nothing will. On [...]

Single Premium Life for Long Term Care Insurance What is a “single premium” Life (SPL) policy? It’s a policy designed to act partially like an annuity and partially like a [...]

Life Insurance Made Easy Most people do not like the thought of having to purchase life insurance of any kind. Most people buy term life even though over 93+% of [...]

Life Settlements What is a life settlement (LS)? It’s simply the sale of a life insurance policy to a third person or corporate buyer. LSs are for someone who purchased [...]

Advanced Estate Planning Tools There are a number of other estate planning tools that can be used in a large estate plan. We wanted to mention a few but did [...]

Charitable Planning Charitable Planning Can Be a Terrific Estate Planning Tool! If you’d like to skip right to the educational video, please click here or on the picture below. What [...]