Posts Tagged ‘Estate Planning’

Changes That May Warrant An Insurance Review

Life happens, but more specifically, change happens in our lives that affects the building blocks of our well-being.  A few of the building blocks that drive our risk protection needs include lifestyle, health, and income.  While it’s ideal to review your insurance situation annually, it is especially important as these building blocks change. When Should…

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Estate Planning Basics and Avoiding Probate With A Living Trust

One of the most important parts of the financial planning process is estate planning.  Many people mistakenly believe that estate planning is only necessary for the wealthy.  In reality, a basic estate plan is essential for everyone in order reduce uncertainty, eliminate unnecessary costs, and reduce stress for loved ones after a death. Estate Planning…

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Trust Planning Opportunity and The 65 Day Rule

Trust Planning Advantages It’s not too late to take advantage of planning opportunities for certain trusts for 2015 tax filings. Irrevocable Trusts that do not require the trustee to make distributions of income to the beneficiaries can take advantage of the “65 Day Rule”. This Rule allows trustees to make distributions within 65 days of…

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