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Estate Planning | Elder Law | Special Needs Planning

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Recent Posts in Life Insurance Category

  • HOW LIFE INSURANCE CAN BECOME A PROBATE ASSET

    If you’re not careful, life insurance (and other beneficiary designation assets) can become a probate asset. And, that’s not good. Beneficiary designation assets are contracts wherein you have the opportunity to name an individual(s) or trust(s) to receive your assets when you die. Beneficiary designations assets include life insurance, retirement accounts, and annuities. Some bank accounts have ...
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  • IF I HAVE A LIVING WILL, WILL MY LIFE INSURANCE STILL PAY?

    You may be worried that if you have and use a living will that your life insurance won’t pay; no worries. Honoring a living will does NOT affect life insurance payouts in any way, but it’s a good question to ask. Here are the answers to several other common living will related questions. What is a Living Will? A living will is an advanced medical directive, meaning that you make a medical decision ...
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  • What Is a Buy-Sell Agreement?

    When you are involved in a business partnership and you are planning your estate, you have to consider the matter of succession. Your share in the business may well be one of your most significant assets. But when you pass on, how is your share carved out and passed along to your heirs without negatively impacting your partners and the viability of the business? This may sound rather challenging, ...
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