New Search

If you are not happy with the results below please do another search

57 search results for: life insurance


Ask the Attorneys: Life Insurance (pt. 2)

“Is it possible to purchase life insurance for a disabled person? I tried to purchase life insurance for my disabled son and he was turned down.” — Jan L. Yes, it is possible to get life insurance for a disabled person. However, as with all life insurance, the insured must go through the underwriting process […]


Ask the Attorneys: Life Insurance (part 1)

“Is estate planning the same as having life insurance?” — Julie H   They’re not the same thing, but effective estate planning might include life insurance. Good estate planning uses certain legal strategies (wills, trusts, power of attorneys, etc.) coupled with the use of financial tools. These tools might include things like life insurance, long […]


Planning with Life Insurance

We often use life insurance as a tool in helping clients. Life insurance is important in many estate-planning situations, such as the following: A young family. To help raise the kids and get them through college if a young parent dies. Business owners. A buy-sell agreement between partners in a business is important. But the […]


Who Needs a Life Care Plan?

In a recent blog post, we talked about the challenges that our extended lifespan creates these days. Because people are living into their 80’s and 90’s on a regular basis, this creates financial, physical, medical and emotional struggles. Seeing families struggle with massive amounts of financial and emotional stress on a daily basis as their […]


4 Things You May Not Know About POA’s

Some people get nervous when they think about signing a Power of Attorney. Maybe they saw a movie where a guy was swindled out of a fortune when he signed one. Maybe giving someone control over your affairs is unsettling to you. Whatever the case may be, Powers of Attorney (POAs) can seem intimidating. In […]


12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are they responsible for? Your helper(s) will take on many financial, legal and […]