Estate Planning
How Can a Life Settlement Provide Retirement Income?
A life settlement can provide additional funds to use in retirement. If you are in retirement, you are living on a fixed income. What you
January 12, 2021
A life settlement can provide additional funds to use in retirement. If you are in retirement, you are living on a fixed income. What you
Using a living trust is ideal under certain circumstances. When it comes to estate planning, you should thoroughly consider your options. First, you will want
Change of beneficiary forms are useful when updating an estate plan. You know who you want to inherit your assets. But they are not the
What is “pandemic estate planning”? It is our phone ringing and online requests for consultations about creating or updating estate plans or just clients want
As Benjamin Franklin famously quipped, the only two certainties in life are death and taxes. In recent years, the federal estate tax exemption has been
Gifting can get you in trouble without proper planning. The week of Thanksgiving marked the start of the holiday season. Advent services began yesterday (Sunday)
Knowing estate planning terms is a helpful start to preparing for your future. You are many things. You are talented. You are kind. You are
Naming a guardian is important when you have minor children. No, it is essential. Are you a parent of minor children? If yes, your financial
Taxing life insurance benefits is dependent on several factors. You have people who depend on your income. Perhaps this is your spouse only. Maybe you
Choosing the wrong power of attorney could get you into trouble. Incapacity planning is important for any adult. If something happens to you and you
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.