Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there … [Read more...] about Removing Life Insurance from the Taxable Estate
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Removing Life Insurance Without Triggering the Transfer for Value Rule
Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But … [Read more...] about Removing Life Insurance Without Triggering the Transfer for Value Rule
Is it Dementia or Just Memory Loss
We all forget things now and then, especially as we get older. However, if someone you love has grown noticeably more forgetful or absentminded over … [Read more...] about Is it Dementia or Just Memory Loss
The Basics: Financial Power of Attorney
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for … [Read more...] about The Basics: Financial Power of Attorney
The Basics: “HIPAA” Powers
This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second … [Read more...] about The Basics: “HIPAA” Powers
