Posts Tagged ‘ life insurance ’

Follow-Up Answers to “Revocable Living Trusts in a Nutshell” Webinar

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Online Presentation This past Monday, I gave a 90-minute webinar entitled “Revocable Living Trusts in a Nutshell”.  It was sponsored by the good folks at the National Business Institute (“NBI”) and simulcast by West Legal Ed Center.  The course was geared toward a national audience and is approved for Continuing Legal Education (CLE) credit in…

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13 Effective Ways to Transfer a Personal Residence to Your Heirs

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Whether or not you own your personal residence with a spouse, there always exists the potential that a non-spousal heir could end up with it.  Because we really don’t know what the future holds, it is important to decide what should happen if something happens.  Read more...

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Interview: Middle-Aged Person Without an Estate Plan

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Let me open by quickly sharing a favorite joke:  “What’s the difference between ignorance and indifference? I don’t know and I don’t care.” If you have thus far avoided creating an estate plan, ignorance and indifference may be two big reasons why.  Read more...

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Estate Planning Post of the Week (May 27 to June 2, 2011)

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Introduction (or Why Do We Need an “Estate Planning Post of the Week”?) I have always found it interesting that when it comes to death planning, significantly more people view life insurance as a higher priority than estate planning.  Read more...

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An Easier Way to View Life Insurance (Part I)

20th President Garfield's Life Insurance Policy via wikipedia

If you are considering including estate planning in your financial plans, it is pretty much imperative that you look into life insurance.  As the main purpose of life insurance is the protection of your family after you pass away, it is an obvious tool recommended by attorneys, financial planners, life insurance agents, financial reporters and…

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