Late last year the New York Times tackled the subject of long-term care insurance and whether or not it is wise for younger people to purchase this insurance. The first thing that should be considered...
You may want an ILIT (Irrevocable Life Insurance Trust) if you are concerned that your estate will owe federal estate taxes at your death. The exemption is high now and most estates aren’t affected by...
Life insurance can play a very important role in your estate plan, but you do have to be aware of the fact that there are tax implications involved in the purchase of life insurance. If...
Asset protection is a key consideration in estate planning. Most people seek to protect their assets through liability insurance – but what if you no longer have liability insurance in place? A standard homeowners insurance...
Life insurance can play a valuable role in estate planning, from providing cash to the trustee or executor to pay off debts and final expenses, to pay off a mortgage or provide for college, or...
Deciding how to divide assets among heirs in an estate plan can be difficult, especially when real estate is involved. Why? Here’s a quick example – and a reasonably simple solution to the problem. Say...
Dealing with the unexpected death of a loved one is hard enough. But if a loved one did not leave his or her estate planning affairs in order, dealing with practical tasks like locating bank...
Earlier this year, Congress passed a 2,500 page healthcare reform package with literally hundreds of new provisions. These included the sort of insurance provisions you might expect, like mandating that college grads can remain on...
Last month President Obama officially signed the Dodd-Frank Wall Street Reform and Consumer Protection Act. A major provision of the Act is that the standard maximum deposit insurance amount covered by the Federal Deposit Insurance...
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