Skip to site content

Category: Estate Planning

15 results found
episode

Use Whole Life Insurance to Avoid Estate Taxes?

Updated: September 21, 2018

There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in…

View Episode

episode

The Importance of a Proper Estate Plan

Updated: May 6, 2016

A few weeks ago, the death of musical icon Prince sent shockwaves through fans around the world. But perhaps what…

View Episode

article

The Importance of Wills and Estate Planning

Updated: January 9, 2015

Do you ever worry about what will happen to your possessions if you pass away? What about your kids? It’s…

View Article

article

What Should You Do With Unexpected Income?

Updated: October 24, 2014

What would you do with unexpected income received from an inheritance or insurance policy -- or even a big year-end…

View Article

episode

Estate Planning 101

Updated: August 23, 2013

Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are…

View Episode