Estate Plan

New Baby? Time to Create Your Estate Plan

Creating an estate plan is often pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary from lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason, now is the time to meet with an estate planning attorney to […]

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The Top Ten Mistakes in Life Insurance and Trusts

1. Telling Clients Life Insurance Is “Tax Free” Life insurance is often free of income tax, but it is likewise usually subject to estate tax unless it is planned carefully. 2. Giving The Client “Incidents Of Ownership” In The Policy If the insured has incidents of ownership, then the death benefit will be included in […]

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