Quentin takes written questions from concerned seniors and replies back with advice. In this blog post, the writer is suffering with dementia and is concerned about the financial situation he will be leaving behind as well as living comfortably for the remainder of his life.
Life insurance can serve as a strategic tool for clients to potentially reduce estate taxes, particularly as provisions of the 2017 Tax Cuts and Jobs Act are set to expire.
Emily talks about the fears behind these conversations like entitling your children or heirs, fears of outliving your money, or your heirs squandering what they inherit.