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Estate Planning

Info Your Executor or Personal Rep Will Need

by Gary Foreman It happens every day. Someone becomes disabled or dies. Their caretaker or executor begins to

You Don’t Need to be Insurable to Use Life Insurance for Estate Planning

Life insurance is a common estate planning tool as it provides liquidity in an estate. That liquidity can

You Could Potentially Benefit from a "Disappearing Premium" Policy

If you're in the market for participating life insurance policy, you may want to consider the so-called "disappearing

Will Your Loved Ones Inherit Your Tax Liability?

Over the years, you may have made the most of tax-deferred investments. In many cases, this let you

Will Your Beneficiaries be Able to Manage the Wealth They Receive from Your Estate?

No one likes to think about it, but it's an important decision that all individuals should make: how

Why Would a Retiree Own Senior Life Insurance?

Traditionally, life insurance is purchased during your working years to replace your income for your family in case

Why Estate Planning Is Important – Not Just for Wealthy

You may hear a lot about retirement planning. Estate planning is an essential part of retirement planning, although

Why Do Some Families Establish a Life Insurance Trust?

Irrevocable Life Insurance Trusts (ILITs) are planning tools used to keep life insurance proceeds outside of the taxable

When is Permanent Insurance Really Necessary?

For millions of Americans, the choice between term insurance and permanent insurance can be a confusing one. A

What You Should Know About Life Settlements and Your Options

A life settlement (aka senior settlement) involves selling an existing life insurance policy to a third party for