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Will Your Beneficiaries be Able to Manage the Wealth They Receive from Your Estate?

Posted on March 30, 2013 by bobrichards

Will Your Beneficiaries be Able to Manage the Wealth They Receive from Your Estate?

No one likes to think about it, but it's an important decision that all individuals should make: how to plan for the transfer of your assets when you … [Read more...]

Why Do Some Families Establish a Life Insurance Trust?

Posted on March 26, 2013 by bobrichards

Why Do Some Families Establish a Life Insurance Trust?

Irrevocable Life Insurance Trusts (ILITs) are planning tools used to keep life insurance proceeds outside of the taxable estate. The life insurance … [Read more...]

When is Permanent Insurance Really Necessary?

Posted on March 24, 2013 by bobrichards

When is Permanent Insurance Really Necessary?

For millions of Americans, the choice between term insurance and permanent insurance can be a confusing one. A number of variables factor in to … [Read more...]

What You Should Know About Life Settlements and Your Options

Posted on March 23, 2013 by bobrichards

What You Should Know About Life Settlements and Your Options

A life settlement (aka senior settlement) involves selling an existing life insurance policy to a third party for more than the policy's cash … [Read more...]

What Type of Life Insurance Best Suits You?

Posted on March 21, 2013 by bobrichards

What Type of Life Insurance Best Suits You?

You can use life insurance to pay for final expenses, estate taxes, or leave an estate for the use of your heirs. Here are some policy types to choose … [Read more...]

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Latest Posts

Recession Can Be Good for Retirees - The Silver Lining of Recession

Recession Can Be Good for Retirees - The Silver Lining of Recession

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When Will the Stock Market Recover

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How to Pay Lower Taxes on IRA Distributions

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Retired and Stocks Losing Value

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Recent Posts

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  • Bear Market - When Will It End?
  • When Will the Stock Market Recover
  • How to Pay Lower Taxes on IRA Distributions
  • Retired and Stocks Losing Value

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