What Are Living Benefits

This video explains what living benefits are and some short real- life stories where someone had living benefits vs. someone who did not. 

Introduction to: Estate Planning

  • Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death or in the event they become incapacitated.
  • Estate planning tasks include making a will, setting up trusts and/or making charitable donations to limit estate taxes, naming an executor and beneficiaries, and setting up funeral arrangements.
  • A will is a legal document that provides instructions on how an individual’s property and custody of minor children (if any) should be handled after death.
  • Various strategies can be used to limit taxes on an estate, from creating trusts to making charitable donations.
  • Estate planning can and should be used by anyone—not just the ultra-wealthy.

Why We Are The Best Choice for Estate Planning

Our process is very cost effective, and documents are specific to your state as determined in the questionnaire. All of the language was provided by Estate Planning attorneys to our team of software developers. It is written in terms that are simple to understand, so you don't need an attorney to do it for you. You are able to keep your documents current without having to pay high legal fees.

Indexed Universal Life

Discover how the landscape of life insurance has transformed over the past 25 years. Indexed Universal Life Insurance (IUL) is a powerful tool that not only captures market growth but also protects against market losses. By providing tax advantages and the potential for a comfortable retirement, IUL offers a unique and effective way to accumulate wealth.

Mortgage Protection

Protecting your home is crucial, and a Mortgage Protection Plan offers a smart and efficient solution. These affordable plans provide a safety net for you and your family, ensuring that you can avoid foreclosure in the face of unexpected events that may impact your ability to make mortgage payments.

Business Preservation

Business Preservation is the process of creating a plan that ensures the continued operation of a business in the face of unexpected events or situations that could otherwise disrupt its operations or even lead to its closure. It involves identifying potential risks and developing strategies to minimize their impact, as well as ensuring that there are contingency plans in place for key aspects of the business, such as succession planning and key employee retention. The goal of Business Preservation is to protect the longevity of a business and safeguard its assets, reputation, and future growth potential.

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