I work with a fair number of financial advisors, insurance professionals and CPA/accountants. One of the services I provide for those valued planning partners is to review their client's existing estate plans (where I was not the attorney or scrivener) and give my opinion on the documents they have. The review is my way of[...]
Are you confused about life insurance and how it plays into your estate plan? Many people have misconceptions about life insurance and whether it passes estate tax free or not. Watch this short video to learn the basics. Posted by Victor Medina, Medina Law Group, LLC[...]