Make sure to tune in to WNAV Radio on 1430 AM or 99.9 FM on Tuesday mornings at 8:50 a.m. for YOUR ESTATE MATTERS! Attorneys Colleen Sinclair Prosser and Nicole Livingston relate cutting edge estate planning information. The topic tomorrow is "New Year Resolution" by Attorney Colleen Sinclair Prosser … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio
The Importance of Using LIfe Insurance in an Estate Plan
Life insurance is a unique asset. Because of its tax-favored benefits, it can be used to solve some of life’s perplexing financial problems. Most people regard life insurance as a “protective” asset, and it is indeed one of the very best assets to protect against potential losses. But life insurance is also a major planning asset to develop and implement your financial and estate plan. When … [Read more...] about The Importance of Using LIfe Insurance in an Estate Plan
The Importance of Life Insurance in an Estate (Audio) YOUR ESTATE MATTERS
"The Importance of Life Insurance in an Estate" by Attorney Colleen Sinclair Prosser … [Read more...] about The Importance of Life Insurance in an Estate (Audio) YOUR ESTATE MATTERS
Immediate Steps You Should Take When a Loved One Dies
In my law practice I counsel many people when a loved one has died. Often there is confusion as to the responsibility of who to notify and when. I would like to take a moment to touch on some recommended steps that should be taken when a death occurs. If you are alone, telephone a friend who can spend the next few hours with you. Shock and trauma can bring on unexpected emotions. Notify … [Read more...] about Immediate Steps You Should Take When a Loved One Dies
Business Succession Planning
Krispy Kreme and Wal-Mart have a lot in common. Die-hard fans line up in front of their locked doors the night before grand openings, licking their lips for a puffed up glazed doughnut or a bargain that can set the neighbors talking over the fences. But what do these two incredibly successful businesses and the families that started them have that sets them apart? Sam Walton, founder of … [Read more...] about Business Succession Planning
Your Estate Matters – Audio
"Business Succession Planning" by Attorney Colleen Sinclair Prosser … [Read more...] about Your Estate Matters – Audio
Your Estate Matters – Audio
"International Estate Planning" by Attorney Paula M. Mattson-Sarli … [Read more...] about Your Estate Matters – Audio
Pay Attention to your Beneficiary Designations
Many assets in an estate will avoid probate because a beneficiary has been designated on the account. Such assets are life insurance, annuities, IRAs, 401(k)s, Thrift Savings Plans. Two recent Supreme Court cases highlight the importance of updating the beneficiaries of these assets as life changes occur. A Federal law, commonly referred to as ERISA, governs employer benefit plans even if … [Read more...] about Pay Attention to your Beneficiary Designations
Your Estate Matters – Audio
"Pay Attention to Your Beneficiary Designations" by Attorney Colleen Sinclair Prosser … [Read more...] about Your Estate Matters – Audio
What is an ILIT (Irrevocable Life Insurance Trust) and why would you want one?
If you own life insurance, congratulations! Sadly, most of us put off this critical element in our family’s financial planning, which may have devastating consequences on the loved one left behind. You probably know why life insurance is so important. Young families need it to replace part of the breadwinner’s income. Mature Americans find it provides their heirs with a source of funds to … [Read more...] about What is an ILIT (Irrevocable Life Insurance Trust) and why would you want one?
