What Gene Wilder's Death Can Teach You About Estate Planning
Gene Wilder, who died Aug 29th at age 83 from complications due to Alzheimer’s disease, kept his illness hidden from most people for at least three years. Is this a common approach? What have you seen in your practice in how to deal with these issues? What are some “red flags” to be watchful of …
The List (aka what financial documents you should keep safe—and dry)
(This post originally ran in July of 2011, but in the wake of Hurricane Sandy, it seems pertinent to run it again--especially in light of the advice in the last paragraph.) How many of you have legal and financial documents stashed in different drawers in different locations? Perhaps you have some in your home safe, some in drawers in the bedroom, others in the den and more in the office. What happens when you become sick or die? Does any one person know where all the documents are located? Probably not, including you. The Wall Street Journal published a very interesting article, The 25 Documents You Need Before You Die, addressing just this problem. The article was two pages long, very detailed and well written, so let me give you a synopsis of…
3 Tips for Getting “High Risk” Life Insurance
If life insurance wasn't a priority before, it will become one if your health declines. The combination of realizing the most important people in your life are financially dependent on you and you are no longer invincible is a wake-up call for many.Most consumers with health issues admit that getting life insurance while they were young and healthy was always a thought, but nothing ever pushed them to pursue it until now. No one likes to think about their untimely passing, but having a health condition prompts the thought of “If something happened to me, would my family be okay?” The harsh reality is when these health complications arise, it becomes a challenge to find affordable…
How to give your home to your children tax-free
In order for the transaction to work properly, you’ve got to plan ahead. Here is a rundown of your options.
Top 5 Promotions for Banks & Credit Unions|
Request a FREE copy of Odds On's Top 5 Bank & Credit Union Promotions today to generate more new accounts and increase traffic to your location.
Patient-Centered Medical Homes: What is the Agreed-Upon Definition?
Farmland Experts on Why Values Remain High Despite Low Commodity Prices
If you've been frustrated that land values feel artificially high, you're not alone.
5 Myths about Travel Agents
There are many misconceptions about travel agents due to the ever-changing travel industry. Here are some of the most common myths about travel agents.
5 common myths about workers' compensation insurance
Clients' beliefs in these myths can have a major impact on the success of your agency.
Seven Big Lawn and Garden Mistakes—and How to Avoid Them
Most homeowners make mistakes in their yard. Gardening and lawn care are full of crazy do's and don'ts, nature doesn't always cooperate and who has the time to make things perfect? Here are seven of the biggest blunders people tend to make in their yards.