Tags » Estate Planning

Revocable Living Trusts: The Facts and Fiction

Over the last ten to fifteen years much has been written about the Revocable Living Trust (RLT) by estate and financial planners, some of which has been factually accurate and some of which has been purely fictional. 544 more words

Asset Protection Planning

Asset Protection – Planning for Any Family Event

I enjoy meeting with families. These meetings seem to be one of the few times in life that people come first instead of material possessions. It is an absolute pleasure to speak with people who want to plan for the future to protect their loved ones. 277 more words


Permanent Life Insurance

Unlike term insurance, which addresses more temporary needs, permanent life insurance is designed to provide life-long financial protection. Because permanent life insurance policies are designed and priced to keep over a long period of time, this may be the right type of insurance for you if you have a long-term need for life insurance coverage. 155 more words

Life Insurance

A 'Cautionary Tale' to Why Your Will Needs a Residuary Clause

By executing a will, you can control who gets your property upon your death or who will become the legal guardian over your children. Preparing a will… 984 more words

Tax, Trusts & Estates

How To Protect Yourself From The Unexpected

Last time we talked about the three pillars of protection for you and your family: Disability, Life and Health insurance, with our primary focus on disability insurance. 564 more words


Live, Die or Quit!

Live, Die or Quit is a tag-line we have been using when marketing Long Term Care riders on many of our popular universal life policies. While none of the options really sounds good when you are talking about your life, they are actually good options when you are looking at your life/long-term care insurance. 322 more words

Life Insurance

Term Life Insurance

Term insurance is often a good choice for your family in earlier years, especially if the budget is tight, because it allows for affordable, yet high levels of coverage, when the need for protection is often greatest. 366 more words

Life Insurance