Five Concerns of Estate Planning Clients Listed are the top five concerns of the typical estate planning client. 1. Minor Children Parents of minor children want to make sure that responsible parties are prepared to step in and raise their children if they cannot. They will want to appoint a Guardian of the Person and a Guardian of the Estate, who… Read More
Life Insurance useful for covering Estate Expenses One excellent use for life insurance in the area of estate planning is to cover estate expenses. Typically, even a small policy can aid here. The policy pays out on the decedent’s death, and provides a quick lump-sum payment to heirs to fund many expenses, including: Estate, income, and capital gains taxes Real estate payments,… Read More
