Our Company News
The Solution to Estate Tax Planning Fatigue
Episode 165 – Life insurance can be used to avoid estate tax planning fatigue caused by ever-changing tax laws and political environments. Continue Reading The Solution to Estate Tax Planning Fatigue
You’ve Been Named the Trustee of an ILIT – Now What?
Episode 164 – Trustees of irrevocable life insurance trusts or ILITs are often family members or friends of the trust creator, who are not familiar with the many duties and responsibilities that the role requires. Continue Reading You’ve Been Named the Trustee of an ILIT – Now What?
Security Mutual Life Home Office Glows Red on National Wear Red Day® to Show Support for Heart Health
In celebration of National Wear Red Day®, Security Mutual Life joined with the American Heart Association to help promote American Heart Month and illuminated its headquarters in downtown Binghamton red on Friday, February 4. Continue Reading Security Mutual Life Home Office Glows Red on National Wear Red Day® to Show Support for Heart Health
Tax-Efficient Investments and Family Protection Go Hand-in-Hand Part 2
Episode 163 – Accumulate wealth, reduce income taxes and protect your family from catastrophic life events with a universal planning strategy. Listen to part 2 of the podcast here. Continue Reading Tax-Efficient Investments and Family Protection Go Hand-in-Hand Part 2
Tax-Efficient Investments and Family Protection Go Hand-in-Hand Part 1
Episode 162 – Accumulate wealth, reduce income taxes and protect your family from catastrophic life events with a universal planning strategy. Listen to part 1 of the podcast here. Continue Reading Tax-Efficient Investments and Family Protection Go Hand-in-Hand Part 1
Changes to Key Estate Tax Planning Numbers in 2022
Episode 161 – The inability of Congress to reduce by half the $11.7 million estate and gift tax exemption amount in 2021, leaves us with an even higher exemption amount for 2022. Continue Reading Changes to Key Estate Tax Planning Numbers in 2022
You’ve Been Named the Executor or Administrator of a Last Will and Testament – Now What?
Episode 160 – Agreeing to act as an Executor or Administrator for the estate of a deceased family member or friend is typically an act of love. However, it often requires more work and dedication than anticipated, and can involve personal liability. Continue Reading You’ve Been Named the Executor or Administrator of a Last Will and Testament – Now What?
Social Security COLAs: Less than Advertised?
Episode 159 – Not as good as advertised. The recent 5.9% Social Security COLA isn’t as good as it seems. Continue Reading Social Security COLAs: Less than Advertised?