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Tag Archives: Estate Planning (Sentinel)

Deathbed Financial Planning Tips

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A terminal diagnosis for you or a loved one can make it seem as though your world is falling apart. While there may be nothing you can do about the illness, you may find solace in addressing issues that you can control.
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Planning For Portability

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In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
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Income Tax Planning For Large Estates

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Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.
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Don’t Fear Death – Plan for It

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We all share the same inevitable fate. We do not know exactly when or how, just the final outcome. While life insurance will not delay your death, it will help leave behind a more secure financial future for your heirs.
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