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Join date: Jun 15, 2022
Posts (63)
Jan 14, 2026 β 2 min
How to Protect Life Insurance Proceeds from Taxes in 2026
Life insurance can be one of the most powerful tools to protect your family, but without proper planning, estate taxes can take a huge bite. Discover how an ILIT can keep your life insurance proceeds safe, ensure your loved ones get the full benefit, and provide protection from creditors, divorce, or other risks.
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Jan 14, 2026 β 3 min
Got Retirement Savings? Must Read: How the SECURE Act 2.0 Impacts Your Estate Plan
If you have retirement savings, the SECURE Act 2.0 may be quietly changing what your loved ones inherit. This post breaks down what the law changed, how it impacts beneficiaries, and why outdated estate plans can create costly tax surprises for families.
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Jan 14, 2026 β 4 min
What Happens to All Your Stuff When You Die? (And why your family is quietly dreading it.)
Most estate plans focus on money, but what happens to your personal belongings after youβre gone? Without guidance, families are left overwhelmed and conflicted. Learn how estate planning for personal belongings protects both your legacy and your loved ones.
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Sabine Franco
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