Blog — Real Estate Planning

Tuesday, September 8, 2015

Life Happens Life insurance has evolved to keep up with changing consumer demands

The following guest blog is written by Ted Kotsakis, Chief Executive Officer of PLUS Financial Network. He has been in the insurance business since 1985 and has held managerial positions with Prudential and AIG Life prior to creating PLUS Financial Network.

Ted is a current member of NAILBA, NAIFA and AALU and is a past President of NAIFA of Greater Detroit. Ted's unique experience and...

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Tuesday, August 18, 2015

How to Avoid Common Trust Mistakes

A trust is oftentimes the foundation of a solid estate plan. It is important to remember that you just can't set up a trust and forget about it. It is a good idea to periodically review how your trust is working to make sure you and your family are getting the full benefit of the trust document and its terms. Not doing so can sometimes lead to unintended results. 

Here are just a few things to consider and some common mistakes to avoid:

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Wednesday, May 6, 2015

Common Estate Planning Blunders Not to Make

When it comes to checking tasks off of your financial to-do list, estate planning is probably the last item you get to, and some people don't get to it at all.

It's really not your fault. After all, many people think it’s morbid to think about preparing for death, and others often don't know where to start, so they simply don't get started.

Case in point: According to the legal services site "Rocket Lawyer," 64% of...

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Monday, April 13, 2015

Estate Planning Opportunities for Families with Special Needs Individuals

Unfortunately, too many families overlook the importance of carefully crafting legal and financial safeguards to protect their special needs children as they grow into adulthood. Many times, families have simply entered into a “pact” with one or more of the siblings of the special needs child whereby those children have “promised” their parents that they will take care of their special needs sibling.

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Monday, April 13, 2015

April Is Autism Awareness Month

On April 2, 2015, President Barack Obama issued a White House proclamation recognizing World Autism Awareness Day, declaring that “… everyone deserves a fair shot at opportunity” and celebrating the work of “… advocates, professionals, family members and all who work to build brighter tomorrows alongside those with autism.”

We Have Come a Long Way

In the last 20 years, there has been a significant...

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