Posts Tagged: life insurance

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(Legal) Word* of the Day: ILIT

Mark Twain famously said, “A classic is something everybody wants to have read, but no one wants to read.” Life insurance is a little like that. Everyone needs it, but we don’t like to talk about it much. Life Insurance as Key Estate Planning Tool Life insurance is an amazing estate planning tool. I cannot… Read more »

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Expert Interview: Life Insurance & Your Estate Plan

When you think about estate planning, life insurance doesn’t come to mind first. Your house, collectibles, and 401k? Sure. Yet, life insurance is present in almost every quality estate plan and can serve as a source of support, coverage, and liquidity to pay death taxes, expenses, fund business buy-sell agreements and sometimes to fund retirement… Read more »

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YOU Are a Super Hero: Charitable Giving Through Estate Planning

You are, or can be, a super hero. You have the ability to change the world, at the very least, your little corner of it. You can affect this level of change just by asking yourself one simple question: what causes would I like to benefit in my will? Bequests to Charities in Your Will… Read more »