Estate Planning

Exclusive guides, tips, and strategies on how to prepare for and enhance estate planning. A “How-To” for your beneficiaries.

Estate Planning for Unmarried Couples

Understanding Estate Planning Needs Estate planning for unmarried couples can be more complex than for married couples. Without legal marriage, you’re not automatically entitled to each other’s assets or decision-making rights in case of incapacity or death. Therefore, deliberate planning is crucial. Key Steps in Estate Planning Example of Estate Planning Consider a couple, Alex…

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How Much Does A Funeral Cost?

Average Cost of a Funeral The average cost of a funeral varies significantly based on location, services, and personal preferences. On average, a traditional funeral, including a casket and burial, can range from $7,000 to $12,000. This includes expenses such as the funeral home service, burial plot, headstone, and other associated costs. Cremation, which is…

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How To Avoid Inheritance Tax

How to Avoid Inheritance Tax For the Living Person: Utilizing Annuities with Enhanced Death Benefits For the Beneficiary: Leveraging Deferred Annuities with Premium Bonuses Comparative Analysis of Annuity Strategies Strategy Product Example Benefit Feature Potential Tax Offset Suitable For Enhanced Death Benefit Annuity Legacy ClassicMark with Heritage Maximizer 30% Beneficiary Bonus High Living persons planning…

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