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Life Insurance: How Much and What Kind?

Posted on: December 17th, 2012
Life insurance can be an affordable way to provide for our children, spouse, a sibling, aging parents and others if we should die while they are depending on us. Life insurance proceeds can provide extra income to help pay ongoing household bills and child care; pay off a mortgage, credit cards and other debt; pay for college; and pay funeral costs and other final expenses. (Life insurance also plays a vital role in business succession planning and it has numerous applications in estate planning.)...

Planning Opportunities Available to All Families

Posted on: December 3rd, 2012
With the $5.12 million per person exemption from federal estate tax ($10.24 million for married couples), most of the estate planning 'talk' recently has been on the planning opportunities available to affluent families. However, the need for estate planning remains for everyone....

10 Things To Do Before the End of This Year

Posted on: November 15th, 2012
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012....

Get Ready for These Five New Taxes on January 1, 2013

Posted on: October 1st, 2012
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013....

Estate Planning After Divorce

Posted on: September 17th, 2012
One area that is often overlooked in the divorce process is the need to update estate planning. Most people would agree that their ex-spouse is the last person they want to inherit their assets when they die or to have that person make life and death decisions for them. But that is exactly what can happen, and often does, when these documents are not updated....
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