Sep 28, 2021 | Estate Planning, SML Planning Minute Podcast, Company News, Retirement Planning, Business Planning
Episode 145 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 2 episode, we’ll cover the proposals that affect estate and gift taxes.
Sep 20, 2021 | SML Planning Minute Podcast, Estate Planning, Company News, Retirement Planning, Business Planning
Episode 144 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 1 episode, we’ll begin with income taxes.
Aug 31, 2021 | Estate Planning, SML Planning Minute Podcast, Company News, Business Planning
Episode 141 – Most business owners don’t know the true value of their company, but they need to, for a variety of reasons including business, estate and personal planning. See how your Security Mutual Life insurance advisor can help with the planning and the valuation.
Jul 27, 2021 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 136 – SLATs are one of the most popular estate-planning strategies to create liquidity to pay Estate Taxes through the use of Life Insurance, while still maintaining indirect access to the cash values during your lifetime.
May 11, 2021 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 125 – Do you know what a Holographic Will is? Here’s a hint: Larry King used one. But that doesn’t mean you should.
May 4, 2021 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 124 – You may not be wealthy enough to be subject to federal estate taxes upon your death, but your state may have other ideas.
