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Estate Strategies

Living Will: Advanced Medical Directive

The Living Will (or Advance Medical Directive) is a document in which you state your wishes regarding the continuance or refusal of extreme medical care, or just how much life support intervention you want prior to death as you age or if you become seriously...

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How can Universal Life help business-related estate planning?

Universal Life strategies can help business related estate planning in these ways: Protect your business assets. If you own a business and die, will your partners be able to pay for your share of the company? Why not insure your life, and the lives of the...

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An Estate Plan for the business and the family

A comprehensive estate plan includes a will, a plan to minimize the capital gains liability and provide for any family income needs. This often involves life insurance which is an effective tool to maximize the size of your estate and pay any tax liability...

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The Buy-Sell Agreement: A financial safeguards for shareholders

            The Buy-Sell agreement is one of the most important legal documents a business can have to protect shareholders in the event of the death of a business owner/partner. They must be planned ahead Whether you own a partnership...

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Essential Estate Planning protects your financial security

A comprehensive estate plan includes a will, a plan to minimize the capital gains liability and provide for any family income needs. This often involves life insurance which is an effective tool to maximize the size of your estate and pay any tax liability...

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What evidence proves that life insurance is worthwhile?

Life insurance has unlimited tactical financial uses. Life Insurance includes cash benefits payouts arising from personal life insurance, disability insurance, group life and group disability insurance; and income from annuity payments, which together have...

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Why is an estate plan important for retiring business owners

When a business represents the major component of an estate, planning is vital. Entrepreneurs may think about retirement planning, yet not all business owners implement plans to allow them sufficient freedom to follow their leisure dreams. If you ask the owner...

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