Category Archives: Insurance

National Estate Planning Awareness : Pass it On

Posted on October 18, 2011 by admin

Over the course of this blog I’ve advocated for immediate design of an estate plan under the advisement of an estate planning lawyer like me. As this is National Estate Planning Week, it’s only fitting that I should make another … Continue reading →

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Room to Grow, Your Right to Know: HIPAA and HCPOA Forms

Posted on August 1, 2011 by admin

Our children are growing up in so many ways: they’re going off to college or into the work force, where they will gain valuable life skills and learn important lessons. Most of them are also going become adults, by which … Continue reading →

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Are My Life Insurance Proceeds Taxable?

Posted on May 18, 2011 by admin

In most instances, life insurance proceeds are income tax free to the beneficiary but are taxable to your estate if you owned the policy on your life or retained any “incidents of ownership” such as the right to change the … Continue reading →

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