By Brian Figeroux, Esq. | Editorial Credit: Yuri A / shutterstock.com Key Points of this Analysis Covering Estate Taxes: How life insurance can help cover estate taxes, ensuring that other assets do not need to be sold. Providing for Minor Children: Highlight life insurance as a way to secure the f...
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By Brian Figeroux, Esq. | Editorial Credit: Ragma Images / shutterstock.com A Transfer on Death Deed (TODD) is an estate planning tool that allows real property to pass directly to designated beneficiaries upon the death of the owner, without the need for probate. While TODDs are available in many ...
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Developing a trust is another beneficial pre-planning tool to capitalize on when organizing your estate. While your lawyer or financial advisor can walk you through different policies that may benefit you, a living trust is of utmost importance for you and your family. Virtually, this type of trus...
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