Life Insurance: The Oft-Forgotten Tool in Your Estate Planning Tool Belt By: Barry E. Haimo, Esq. June 17, 2021 Estate planning can be complicated. After all, you have to think about wills and trusts and powers of attorney and how to avoid probate years in advance if...
By: Barry E. Haimo, Esq. July 28, 2015 Protect Your Life Insurance Payout from Creditors with Trusts: Part 2 While it may sound like a straightforward decision, choosing a beneficiary for your life insurance policy can be a tricky endeavor. Choose poorly, and you...
Should I consider life insurance during the estate planning process? Life insurance is a fantastic vehicle that overlaps both estate planning as well as financial planning. Specifically, it touches upon the subjects of estate tax liability, wealth transfer,...
5 Reasons Why Life Insurance Should Be in Your Estate Plan By: Barry E. Haimo, Esq. October 10, 2013 Assets can be tangible property, such as cash, cars, stocks and bonds, computers, stamp collections, jewelry and your 60 inch flat screen television. They can...
5 Mistakes to Avoid in Connection With Your Life Insurance Policy or Policies Life insurance represents a fantastic tool for most people to utilize in planning their estates. It’s very helpful in tax planning because it offers a way to leverage your money...
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