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Estate Planning

How to Use Estate Planning to Protect Personal Assets for Different Size Estates

Submitted by JMB Financial Managers on April 27th, 2021

What is an Estate Plan?

The word estate is most commonly associated with great wealth, but the truth is, everyone has an estate. Everything you own from your car and house to investment accounts and personal possessions make up your estate.

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  • Asset Protection
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3 Ways to Avoid the Biggest Estate Planning Mistake Everyone Makes

Submitted by JMB Financial Managers on February 13th, 2020

Everyone who makes time to ponder and plan for the end of this life on earth does some form of estate planning in an effort to spare their family from facing major legal issues, inheritance taxes, and (potentially) bitter disputes.

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The Advance Healthcare Directive: An Estate Planning Tool

Submitted by JMB Financial Managers on February 20th, 2019

With the advancements in medical technology, medicine, and treatment, it is now more possible than ever for a person to defeat a health crisis that would have ended a person’s life several years ago. Additionally, hospitals can now keep a person alive, often under the most extreme situations.

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Why Life Insurance Matters

Submitted by JMB Financial Managers on September 13th, 2018

Why does life insurance matter?

Understandably, no one likes to contemplate the end of his or her life. We work to focus on the moment and live in the present, hopefully enjoying life stages and milestones as they come. While thinking of our own demise may seem unpleasant, just like birth, death will be a part of everyone’s life.

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  • Estate Planning
  • Insurance Basics
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Everything You Need to Know About Unclaimed Money

Submitted by JMB Financial Managers on July 16th, 2018

Have you ever received a notice stating you’ve got unclaimed money sitting around? Although your first instinct might be that you’re being scammed, and although you could be, you very well might not be.

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The Importance of Naming Your Beneficiaries

Submitted by JMB Financial Managers on April 8th, 2018

 

Authored by: Bridget Quijada 

When filling out your financial paperwork, beneficiaries may be at the bottom of your list of priorities. It is easy to get caught up in what investments to choose from or how much risk you’re willing to take. But, take note, choosing your beneficiaries is one of the most important decisions you will make.

 

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Life Insurance Will Always Matter - With or Without the Estate Taxes

Submitted by JMB Financial Managers on March 6th, 2018

As it does every few years, projections that the estate tax will soon sunset have begun to emerge. But we feel very strongly that even if it were to do so, the need for life insurance within estate planning would still be vital. Life insurance has the ability to satisfy an array of necessities that only life insurance can.

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  • Insurance Basics
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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