With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption is set at $11.58...
One question that I continually hear from clients, friends, and family is what type of life insurance should I get? First off, let’s acknowledge that I am not an insurance salesperson and I do not and have never sold insurance. The following information is...
Recently, I watched a 60-minute news story about how some of the largest life insurance companies don’t pay benefits even when they know the policyholder has died. Insurance companies claim that it is up to policyholders’ beneficiaries to contact the insurance company...
When sitting down with concerned parents, one topic that often arises: How do I protect my family if I have no savings? If you do not have a lot of savings in the bank but are concerned with, or just want to make sure that your family is taken care of (financially),...
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