ESTATE LITIGATORS LOVE DO-IT-YOURSELF WILLS
This post is courtesy of Jay Larsen at Gerard Cox Larsen (Contact information below). It is human nature to want to save money. One area that is often discussed involves consumers take care of simple,...
View ArticleUniversal Life Insurance – At a Glance!
Universal Life Insurance is a permanent yet flexible policy that allows the insurer to customize coverage and premiums to their specifications. Payments (premiums) are made towards your account value...
View ArticleInherited IRA Rules – Beneficiary IRA’s
Inherited IRA Rules An inherited IRA is any traditional or Roth IRA attained by a beneficiary after the original owner’s death. The beneficiary can be a spouse or a non-spouse. There can be multiple...
View ArticlePrince’s estate planning mistakes
As you may know, I’ve developed some great connections with other fiduciary financial planners around the country over the years. Periodically we share resources and information. I invited Greg...
View Article5 Key Decisions You Need To Make Now For Your Estate Plan!
Estate Planning is critical to your financial plan. It allows you to have control over facets of your life while you’re still alive and even after you’ve passed away. One of the major benefits of...
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