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

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