Results for Insurance Estate Planning

Mark Wight of Idaho Estate Planning and Justin Walker of Adalante Financial discuss long-term care insurance. Things are changing in the field and it soon ma...

Couples who are expecting their first child are busy with decorating the nursery and taking childbirth classes. In addition to planning for their financial future, estate planning should be a high priority to-do item. They need to purchase life insurance, set up a college fund, and answer one of the...

Couples who are expecting their first child are busy with decorating the nursery and taking childbirth classes. In addition to planning for their financial future, estate planning should be a high priority to-do item. They need to purchase life insurance, set up a college fund, and answer one of the...

“If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.”

For boomer or senior clients with sufficient net worth, moving money from low-yielding assets into life insurance can be a very smart investment.

When you take up residency in a foreign country you will be subject to local laws governing the settlement of estates. Yet as U.S. citizens you will continue to be subject to U.S. tax laws. Interactions between two legal systems can be complex, even for families of modest means. Jonathan Lachowitz writes that expats should review their estate plans before leaving the U.S. because changes could be more difficult or costly after moving.

When people think of estate planning, they think about death – the ultimate threat. As creatures programmed to secure survival, considering and planning for our demise is more than a little counter-intuitive. It’s counter-survival.

www.financiallywisewomen.com Estate planning: What exactly is it, why do we need to do it, and how do we start? Those are the top three questions that...

The initial interview is critical in estate planning, both to shield against malpractice concerns and to ensure a stable and mutually beneficial client-advisor relationship.

Three top producers talk about what it takes to break into estate planning and the value of a good team in this line of work.