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Category: Estate Planning

Can’t wait to start spending?

Posted on April 5, 2019March 6, 2019 by drdisability

This article was posted by Today’s Physician. An expert points out financial pitfalls for new doctors. DO YOU DREAM about how much money you’ll make once you’re finished training and about all the things you’ll finally be able to afford? If you’re like many new physicians, a nice car and a big house probably top the[…]

Posted in Disability Insurance, Estate Planning, Life Insurance, Physicians

Estate Planning Tips for People Under 40

Posted on January 24, 2018December 21, 2018 by drdisability

Taking time to prepare now means less stress later. It’s never too early to start estate planning, and if you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life’s unexpected twists and turns. The following tips, aimed at[…]

Posted in Estate Planning

Estate Planning: What You Need to Know

Posted on January 22, 2018December 21, 2018 by drdisability

Estate planning rarely gets the attention it should get. Saving for your children’s education, purchasing a second home, deciding when and how to retire — these are all topics that people talk about with their friends and their financial advisers. But deciding what happens to whatever is left of your money when you die is[…]

Posted in Estate Planning Leave a comment

Life Insurance in Estate Planning

Posted on February 25, 2017December 21, 2018 by drdisability

Uses of Life Insurance Life insurance is present in almost every estate plan and serves as a source of support, education-expense coverage and liquidity to pay death taxes, pay expenses, fund business buy-sell agreements and sometimes to fund retirement plans. For small estates, the amount of applicable exclusion ($2 million per person per estate), death[…]

Posted in Estate Planning, Life Insurance

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