Advisor Concerns

Planning for Life (Insurance)

Posted on: November 8th, 2012
Life insurance can be an affordable way to provide for our children, spouse, 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. ...

Gifts in 2012

Posted on: September 20th, 2012
For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax'and estate planners are doing everything they can to motivate their clients to take advantage of this unprecedented opportunity. ...
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