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Home / Archives for life insurance

When a Loved One Passes

July 22, 2021 by Brandon McGee

Compliments of the McGee Law Firm, Attorney Brandon McGee Change can be very difficult at times. A death in the family can be especially traumatic. It may feel as though the world should stop to mourn your loss, but it does not. The world still turns, day still follows night, buses and subways still run. Yet, for the family who has experienced the loss, the world may have been turned upside down. Just when grief strikes, the family has additional burdens to bear. It is helpful to have a … [Read more...] about When a Loved One Passes

Filed Under: Asset protection, Estate Planning, Financial planning, Life insurance Tagged With: clergy, death certificate, employee benefits, employer, funeral director, life insurance, Medicare, personal representative, probate, retirement, social security, tax consequences, trust, trust administration, trustee, veterans administration, will

Beneficiary Designations and Other Non-Probate Transfers

July 3, 2020 by Brandon McGee

Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. Read on to learn more. … [Read more...] about Beneficiary Designations and Other Non-Probate Transfers

Filed Under: Estate Planning, Legal Education Tagged With: bank accounts, brokerage accounts, estate planning, IRA, life insurance, retirement plan

Removing Life Insurance Without Triggering the Transfer for Value Rule

July 1, 2020 by Brandon McGee

Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But there are two potential traps in this. The prior article examined the first trap, the three-year lookback of Section 2035. This article will examine how the Transfer for Value rule can make life insurance taxable. Read on to learn more about how to avoid the income taxation of life insurance. Read on to learn more … [Read more...] about Removing Life Insurance Without Triggering the Transfer for Value Rule

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, life insurance

Removing Life Insurance from the Taxable Estate

July 1, 2020 by Brandon McGee

Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this. Read on to learn more … [Read more...] about Removing Life Insurance from the Taxable Estate

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, life insurance

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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