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How can I ensure my family receives most of my assets?
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A   Take Charge – Protect Your Family’s Financial Security in Tough Times

Financial security is the comfort of knowing your family’s standard of living is secure even when a life-changing event occurs. It is also about having the means to achieve your most important goals, like owning a home or sending your children to college. Download PDF

From LIFE

 
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B   Will You Owe Estate Taxes?

The good news is it’s becoming increasingly less likely that you’ll owe federal estate taxes. That’s because the amount an individual can leave to heirs free of federal estate taxes in 2009 is $3.5 million (up from $2 million in 2006-2008). more >

From SmartMoney on January 23, 2009

 
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C   Fast Answers: Estate Taxes

Is life insurance subject to federal estate tax? If you die owning a life insurance policy, the proceeds go into your taxable estate. more >

From MSN

 
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D   Take (Long-Term Care) – Don’t overlook this essential part of retirement
   planning

Most retirement planning is about means, not ends. It’s about making sure you have as many options as possible, not telling you how to spend your money. This month, however, I want to suggest that you set aside a significant amount of your monthly budget for a purchase that is often considered somewhat controversial: long-term-care insurance. Download PDF

From WSJ Magazine- SmartMoney on May 2008

 
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