Whitney Houston’s heirs are...
Month: July 2016
You Bet Your Life There’s Value in Life Insurance
Life insurance can be very complicated and confusing. It’s also an area where mistakes can be made very easily.
A recent study that looked at the life insurance purchased by 94 ultra-wealthy business owners with a net worth of $30 million or more showed that roughly 40% of them didn’t have the appropriate level or type of life insurance—or it wasn’t properly struct...
Exploring Long-Term Care
The Huffington Post says that more than 40% of people over age 65 need care in a nursing home for some period of time. The article, “What is Long Term Care?”, quotes the National Institute of Health (NIH), which states that what’s termed long-term care (LTC) can—in...
A New Era of Estate Planning
ThinkAdvisor's article, "New Estate Planning Strategies for a Post-Portability World," says that there may be many folks who've continued to rely upon their outdated, pre-2013 estate plans. This could easily lead to adverse tax consequences in the future...