Estate Planning
The Advance Healthcare Directive: An Estate Planning Tool
Submitted by JMB Financial Managers on February 20th, 2019Everything You Need to Know About Unclaimed Money
Submitted by JMB Financial Managers on July 16th, 2018The Importance of Naming Your Beneficiaries
Submitted by JMB Financial Managers on April 8th, 2018
Authored by: Bridget Quijada
When filling out your financial paperwork, beneficiaries may be at the bottom of your list of priorities. It is easy to get caught up in what investments to choose from or how much risk you’re willing to take. But, take note, choosing your beneficiaries is one of the most important decisions you will make.
Life Insurance Will Always Matter - With or Without the Estate Taxes
Submitted by JMB Financial Managers on March 6th, 2018
As it does every few years, projections that the estate tax will soon sunset have begun to emerge. But we feel very strongly that even if it were to do so, the need for life insurance within estate planning would still be vital. Life insurance has the ability to satisfy an array of necessities that only life insurance can.