Insurance checklist - Solutions For Financial Planning*
Does your Financial plan, Maximize your Estate or Minimize your Estate? How much of your accumulated wealth are you passing on? or are you losing a large amount to taxes? Deferring a tax liability until the end isn't called planning it's making sure your losing your wealth to taxes without proper planning. Unsure of how much your passing on to the next generation, nothing like the present to start understanding what your estate looks like!
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What you should know before talking to your advisor about life insurance.
Life insurance is a serious subject. But if you’re thinking about it and aren’t sure what you need to know, answering some key questions can help prepare you to speak with your advisor about planning what’s right for you and your family. This worksheet can help you get organized by focusing on some key questions.
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