Tag: estate planning

Life Insurance Answers A “What If?” Question


There is a difference between an estate problem and estate expense. Know how they differ. Approximate reading time 3 minutes

Guided Planning Has Two Preliminary Steps


Planning effort is not the first step

Special Needs and Disability Estate Planning


An example of something that will nag at you if you don’t address it.

Estate Planning Only Seems Postponable


Estate planning is like tidying up when the job is done

Every Tactic Has A Downside


Easily avoided problems should be avoided. How hard is that?

Life Insurance In A Business


Life insurance is an underutilized efficient tool.

The Law of Conservation of Problems


How much is too much money?

Another Tax Proposed


How would an estate tax benefit the country?

Optimizing Charitable Gifts


Charities do work we would do ourselves if we had the time and skill.

Inexpensive Estate Liquidity


Life insurance is the cheapest way to put cash into your estate

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