Julia Rice - Estate Planning and Administration

Julia Rice - Estate Planning and Administration

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7 Big Estate Planning Mistakes - Relying Only On A Will 11/27/2018

This is a nice summary outlining common estate planning mistakes.

7 Big Estate Planning Mistakes - Relying Only On A Will Estate planners see a high percentage of clients with the same mistakes in their plans. The odds are your plan has one or more of these mistakes, especially if it hasn't been revised in the last three years.

Long-Term-Care Insurance Isn’t Dead. It’s Now an Estate-Planning Tool 06/28/2018

This is an excellent article regarding the hybrid long-term care policies.

Long-Term-Care Insurance Isn’t Dead. It’s Now an Estate-Planning Tool Insurance policies that combine long-term-care coverage with a potential life-insurance benefit are called “hybrids,” and they are reshaping the long-term-care niche of the U.S. insurance industry just as it had appeared headed for obsolescence.

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