Life Insurance

3 min

Discussing Estate Planning Over Thanksgiving

Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

11 views

3 min

Beneficiary Designation Mistakes to Avoid

Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by ben...

7 views

3 min

How Can Life Insurance Be Used In Estate Planning?

Life insurance is great tool for estate planning. However, there are nuances that sometimes get overlooked. WTOP’s recent article, “4 que...

4 views

2 min

Estate Planning for New Parents

Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...

3 views

2 min

What is an Irrevocable Life Insurance Trust?

As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an ...

5 views

3 min

No Estate Taxes? You May Still Need Life Insurance

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people ar...

5 views

3 min

Why Do I Need an Estate Plan?

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject). Therefor...

9 views

3 min

Six Common Estate Planning Mistakes That You Can Avoid

The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six esta...

7 views

2 min

Using Life Insurance in Estate Planning

I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my ...

5 views

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