Life insurance may play a vital role in an estate plan because insurance proceeds can be counted on to provide liquidity when it’s needed. With proper planning, insurance money can pay expenses such as estate tax and keep other assets intact. Suppose, for example, Bill Smith dies and leaves a large estate to his daughter […]
Read More
For many clients in 2020, estate planning became a pressing need, and that need has continued in 2021. If the COVID-19 pandemic has taught us anything, it is that preparedness and flexibility are key. For those who have not yet done so, the time to focus on estate planning is now. With all the uncertainty […]
Read More
Overlooking the best ETFs for long-term growth can cost you dearly when the time comes to access your retirement account. IRA investors should prioritize growth (in exchange for extra volatility) because they have time horizons above 10-15 years. You’ll have plenty of time to wait out bear markets and corrections along the way, so you […]
Read More
Do you know what you’re doing with your estate plan? During the time of COVID-19, it is essential to make sure that you and your families wealth and assets are protected in this lifetime and beyond. Do you have all the required legal forms to ensure your wealth will be protected? Are you making common […]
Read More
Estate planning is about wealth structuring so that one could enjoy it and then pass it to the next generation in a smooth manner, avoiding any kind of family disputes on inheritance. While discussing estate planning for women, we could broadly classify women of this century into two categories. First, women who are primarily homemakers, […]
Read More