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Tag: estate planning

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Whole Life Vs. Term Life Insurance

August 29, 2014Bailey HeltonGeneral Articlescharitable bequests, continuing income as you age, contractual obligations, estate planning, expensive, flexibility, information, inheritance equalization, insurance, Life Insurance, pension maximization, phocus companies, phoenix, pros and cons, replacement of deferred annuities, term life insurance, whole life insurance

Estate Planners and New Tax Rules: Changes to Know About in 2014

March 3, 2014Bailey HeltonGeneral Articles2014 changes, arizona, estate planning, phocus companies, phoenix, tax rules

Planning for Retirement: Which Generation Is More Prepared?

February 7, 2014Bailey HeltonGeneral Articlesestate planning, phocus companies, taxes

Estate Planning: Should You do it on Your Own? Or Should You Hire an Expert?

January 20, 2014Bailey HeltonGeneral Articlesestate planning, phocus companies

Estate Planning Makes Sure Your Assets Get Into the Hands of Your Heirs

January 10, 2014Bailey HeltonGeneral Articlesassets, estate planning, inheritance, phocus companies

Estate Planning First Steps: How Much Is Your Estate Worth?

January 1, 2014Bailey HeltonGeneral Articlesestate, estate planning, phocus companies

Create an Estate Planning Checklist

November 25, 2013Bailey HeltonGeneral Articleschecklist, estate planning, phocus companies

Estate Planning Tips for People Under 40

November 20, 2013Bailey HeltonGeneral Articlesestate planning, finances, phocus companies, tips

Top Ten Estate Planning Myths and Mistakes

October 23, 2013Bailey HeltonGeneral Articlesestate planning, myths about estate planning, phocus companies

Understanding Estate Planning and How It Works to Protect Assets

October 4, 2013Bailey HeltonGeneral Articlesestate planning, phocus companies, understanding estate planning

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