Most Recent Estate Planning Blogs

MYTH: "I won't need life insurance when I retire" –– Part Two
Blog By Brian Leising
February 10, 2016

90 is the new 70
Blog By Emily Holbrook
February 5, 2016

The need for term life insurance is real, even in San Francisco
Blog By Scott W Johnson
February 3, 2016

MYTH: "I won't need life insurance when I retire" –– Part one
Blog By Brian Leising
February 2, 2016

Don’t be all things to all people
Blog By Jim Katzaman
January 5, 2016

"That's what Dave Ramsey said..."
Blog By Nicholas Paleveda MBA J.D. LL.M
December 9, 2015

10 reasons boomers should be part of your 2016 marketing plan
Blog By Lloyd Lofton
December 4, 2015

5 questions to discuss with every client
Blog By Charlie Gipple
November 2, 2015

Pension plans, cash balance plans, 412(e)(3) plans and restricted property trusts
Blog By Nicholas Paleveda MBA J.D. LL.M
September 15, 2015

The buy/sell agreement: Long-term care planning for couples
Blog By Mike Padawer
August 19, 2015

Pre-need insurance vs. final expense insurance
Blog By Courtney Hosking
April 16, 2015

Why the biggest villain in estate planning is procrastination
Blog By Steve Savant
March 23, 2015

Real life heroes
Blog By Emily Holbrook
March 3, 2015

Why foreign nationals married to Americans can be a way to advertise
Blog By Steve Savant
February 27, 2015

Cloud-based Internet technology: an estate planning opportunity
Blog By Gary Engholm
February 18, 2015

Another college planning opportunity
Blog By Andy Hickman
January 27, 2015

Savings and needs: a matter of perspective
Blog By Jim Katzaman
January 22, 2015

On the Third Hand: Living will
Blog By Allison Bell
January 13, 2015

Life insurance myths keep you broke
Blog By Jim Katzaman
November 24, 2014

A town where everyone talks about death?
Blog By Christopher P. Hill
October 8, 2014

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