REPRESENTING SAN DIEGO BUSINESSES AND FAMILIES. Tel: (858) 740-4370 —- Email: daniel@thelegacylawyer.com
Posted in life insurance on Jul 15th, 2009
Sometimes we want to give to charity, but we feel we can’t because we don’t want to deplete our resources for ourselves or our family. Life insurance has a role to play here. Life insurance placed in an Irrevocable Life Insurance Trust (ILIT) can replace the value of assets given to charity. Life insurance can [...]
Posted in Estate Planning, New Parents, Planning for Incapacity, high-net-worth clients on Jul 7th, 2009
I can’t over-emphasize the importance life insurance can play in your estate plan! Often, a person or couple will delay buying life insurance until they feel they can better afford it. However, that’s not wise. The older you get, the more expensive new life insurance policies become and the less insurable you become. At some [...]
