Many seniors have a sizeable estate, but the estate has little cash and liquide assets. Life Insurance can help provide the necessary cash to keep the wishes of the estate intact.
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The Puritan Advisor*
Author:Puritan LifeCreated:1/19/2010 4:09 PM
Puritan Life values our relationships with clients. Please use our blog to answer any questions you may have. If you cant find what you're looking for, please call us at 800-513-3243.
Managing Retirement and Wealth Transfer
Second to Die Life Insurance is an innovative tool that can be used when funding your estate plan.
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The year 2010 is a critical year for anyone with an Estate Plan. The potential changes in the law and the uncertainty of the outcome make planning for the future especially difficult.
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Most people want to leave something behind for their loved ones. As you plan for the transfer of your estate, here are a few questions to ask yourself:
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