"Using life insurance successfully can be a complicated - and sometimes very complicated—wealth planning exercise," Joseph Darby III and Kimberly Furnald write in Financial Advisor Magazine. The authors aren't referring to the use of insurance as a way to provide a...
Month: December 2021
On both the giving and the receiving end, there are things that are important to consider in naming IRA beneficiaries.
Gift giving – things you need to know about taxes and how to avoid them.
Sometimes children don’t understand the consequences of their own actions. When it comes t estate planning, some people might not understand the answer to the question “So what if I don’t do any planning?
Perhaps you “learned the ropes” of your family business alongside your parents or grandparents in your youth. For decades now, you’ve been at the helm, and you’ve been thinking a lot about the future. You’re getting older, and you naturally want to make sure you have...
When going through a divorce when there are children involved, there are many important factors too consider in reviewing and making changes to estate planning documents.