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October 2014

2014 Estate Planning Update and the Role of Insurance

Download the Podcast

Jim Bell, CFP®
President & Founder
Bell Investment Advisors

Guest Speakers:
Thomas V. Bret, Esq., CPA, CFP®
Co-Founder, Cederborg & Bret LLP
Donald E. Morris, Jr., CLU®
Vice President
Sitzmann Morris & Lavis Insurance Agency

The webinar focuses on the permanent changes to estate tax law enacted in 2013 and their effect on traditional estate planning, along with the role that insurance can play in your estate plan. 

Some of the topics covered:

  • How to maximize the amount of wealth transferred to your heirs
  • How to avoid income, gift, estate, and investment Medicare taxes
  • What to consider if your plan requires that multiple trusts be created after a spouse dies
  • What to do when liquidity is needed for illiquid or hard-to-sell assets
  • The benefits of owning life insurance to leverage the amount left to heirs
  • Utilizing private split-dollar funding
  • When to have your estate plan and life insurance policies reviewed
  • How to minimize the unexpected

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