Estate Planning2018-12-13T20:06:25+00:00

Estate Planning Introduction

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

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

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 [...]

Life Insurance Made Easy

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

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

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 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 [...]

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