Posts Tagged ‘estate planning’

Ed Slot Discusses Roth IRA Conversions and Second-to-Die Life Insurance

Jim Lange, JD/CPA is a nationally-recognized IRA expert and sought-after speaker for the financial services industry. Jim\’s presentation offers not one, but two themes to advisors. He not only unleashes the best, substantive Roth IRA conversion information, but he also reveals a step-by-step procedure of how to use these proven strategies to dramatically increase production. […]

Insurance Concerns When You Divorce

If you are getting a divorce from your spouse, you have a lot of planning to do. You will need to name your own beneficiaries, organize your divided assets, and set up your individual estate. It is important that you meet with a qualified attorney to discuss the specifics of planning your estate to ensure […]

Estate Planning Part 02 – Life Insurance and Estate Planning

As we mentioned in previous article, estate planning is the process of accumulating and disposing of wealth before death of individual of group of owner known as estate owner including married couple. It aims is to maximize the wealth of the estate owner. I. Life insuranceThe most important goal of estate planning is to make […]

Estate Planning Part 03 – Universal Life Insurance and Estate Planning

Estate planning is the process of accumulating and disposing of wealth before death of individual of group of owner known as estate owner including married couple. It aims is to maximize the wealth of the estate owner. The most important goal of estate planning is to make sure that the greatest amount of the estate […]

Ways to Use Life Insurance in Your Estate Planning

Life insurance can help you provide the extra cash that protects your estate from being gouged by estate taxes. This article shows you a couple of ways it can do this. *Get cash for settling estate costs and preserving your holdings intact: At your death, estate taxes are imposed on the value of what you […]

Get Informed, Joint Life Insurance

Joint life insurance policies have their advantages and disadvantages. If you are thinking of picking up one as a married couple, then you should weigh this policy type with the single policy options that are available considering your own unique situation. Also, it is possible to find an insurance provider that has a package designed […]