by MMZ Law Admin | Dec 19, 2016 | Advisors, Estate Planning
A frequently overlooked aspect of a client’s life insurance is proper alignment with estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach many people take, a neglected life insurance policy often fails to achieve...
by MMZ Law Admin | Dec 18, 2016 | Advisors, Estate Planning
With the federal gift and estate tax exemption currently at $5.25 million per person ($10.5 million for married couples), some clients and potential clients with “smaller” estates may wonder if they need any estate planning. But there are many reasons to do estate...
