Estate Planning. So you have sizeable holdings, but your accountant has told you that you won’t have an issue with taxes. Get it in writing!

Estate Planning. Do you need it.

What will the tax bill be. Where will the cash come from to pay this tax bill. What will need to be liquidated. How long will it take to liquidate the asset? You are a fairly wealthy business person, with many holdings, and your accountant has said to you – … Continue reading

Without Life Insurance Your Estate Can Go Bankrupt!

Yes.  Your estate can go bankrupt.  And it is possible that when it does, your heirs are not required to become heirs of your estate.  And, therefore, would not be responsible for any of your estate’s bills. However, what normally happens is quite different. Often, people make the executor of their estate … Continue reading

Looking for old or lost life insurance policies?

Looking for old or lost life insurance policies? Perhaps, you are an executor to a family member’s estate, and don’t know where to look for any policies. Or perhaps, you know you purchased a policy light years ago, but cannot remember where it is. Sweetie-pie, my poodle, would like to … Continue reading

Leave a Love Note

How will your loved ones  – know why, for what. and for whom –  you purchased life insurance? Whenever I receive a call from a beneficiary about a loved one that has passed away, they call, give me the details, we talk about what is needed to file a claim. And … Continue reading

The Big Impact of Inflation – Your life insurance policy needs to get from Today to Your Future

Providing long term security for you and your family means: Planning for the day the policy will actually be used. You purchase a life insurance policy today, to protect for an unexpected event today, and for tomorrow.  That is very important.  When planning for life insurance protection that is meant to last your … Continue reading