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The Importance of Considering a Trust

According to court documents obtained by The Blast, recently deceased star Burt Reynolds intentionally left his 30-year-old son, Quinton, out of his will and named his niece, Nancy Lee Brown Hess, executor of his estate. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®,...

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Will it Still Be There?

by William F. Rainaldi, CFP® Regional Vice President There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your estimated benefits are based on current law. Congress has made changes...

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Treasury Proposes S.A.L.T. Reduction

The Treasury’s proposed SALT reduction will have little impact on life insurance—using life insurance to benefit charities continues to be a prudent planning opportunity. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®, CPCU®, CPC, CMS, AIF®, RICP®, CPFA Vice President,...

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Aretha Franklin, Like Many, Died Without a Will

Deeply private in life, Aretha Franklin died without having a will or trust in place. Now her roughly $80 million estate will be laid bare for all to see. Learn from Aretha’s mistake and “Think”—about your privacy, your estate and what you want to leave to whom and...

read more
The Importance of Considering a Trust

The Importance of Considering a Trust

According to court documents obtained by The Blast, recently deceased star Burt Reynolds intentionally left his 30-year-old son, Quinton, out of his will and named his niece, Nancy Lee Brown Hess, executor of his estate. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®,...

read more
Will it Still Be There?

Will it Still Be There?

by William F. Rainaldi, CFP® Regional Vice President There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your estimated benefits are based on current law. Congress has made changes...

read more
Treasury Proposes S.A.L.T. Reduction

Treasury Proposes S.A.L.T. Reduction

The Treasury’s proposed SALT reduction will have little impact on life insurance—using life insurance to benefit charities continues to be a prudent planning opportunity. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®, CPCU®, CPC, CMS, AIF®, RICP®, CPFA Vice President,...

read more
Aretha Franklin, Like Many, Died Without a Will

Aretha Franklin, Like Many, Died Without a Will

Deeply private in life, Aretha Franklin died without having a will or trust in place. Now her roughly $80 million estate will be laid bare for all to see. Learn from Aretha’s mistake and “Think”—about your privacy, your estate and what you want to leave to whom and...

read more

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