Travel Insurance – The 6 Most Important Things to Know

Travel Insurance - 6 Tips

Know what you are covered for –  the 6 Most Important things you need to know about your Travel Insurance Policy.   1.  Maximum Emergency Medical Limit – is it high enough The amount of coverage is very important.  Emergency Medical Bills can easily go into the $100,000s + for emergency … 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

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

…New Lifetime Capital Gains Exemption……..an increase in the max amount……

$800,000 Capital Gains calculator

Part of doing an evaluation of life insurance needs is looking at your tax situation in the event of death. A big part of tax liability can be the result of owning shares in a privately held, incorporated business.  The business for which you worked hard, took risks and where … Continue reading