Month: June 2018

The Terms for Term Life Insurance: Advanced Estate Planning Strategies

Advanced Estate Planning Strategies

Most Estate Plans include some form of life insurance; likely a permanent life insurance policy that helps them ensure their legacy after they die. However, there is sometimes a still a home for term life insurance within an estate plan. Term life insurance provides coverage for only a period of time (as agreed between the… Read more »

Outsmart the IRS: This Strategy Can Eliminate Estate Taxes on your Home

Expensive Home

Picture This: Your daughter Lupita and her husband Armando love your $5 million home and cherish the memories they have had there. After you have passed away, and they inherit the home, they decide not to sell.  You have arranged for them to own the house outright, and they don’t have to pay any estate… Read more »