Estate Planning Trends in 2024 Presented by Marc Aarons   With 2024 in full swing, I am reaching out today with some key estate planning considerations for the year ahead. I encourage you to take a look below and do not hesitate to reach out with any questions.   Tax Changes in 2026 As you […]

Estate Management Checklist Presented by Marc Aarons Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for […]

Life Insurance Awareness Month Presented by Marc Aarons September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life. Here are some ways to quickly evaluate your needs.   *Stop on a DIME – […]

What Happens When There Are No Beneficiaries Where do those accounts and policies end up? Provided by Marc Aarons Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. What happens to these accounts and policies when the original […]

A look at the different choices & strategies. Provided by Marc Aarons  If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those […]

As conventional extended-care policies grow costlier, alternatives have emerged. Provided by Marc Aarons  The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care policies. This can be particularly challenging if you’re in a high-risk group. […]

Term insurance is the simplest form of life insurance. Here’s how it works. Provided by Marc Aarons at Money Managers, Inc. Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget. Here’s how it works: When policyholders buys term insurance, they buy coverage for a specific […]

Why Life Insurance Matters for New Homeowners It addresses a significant financial risk. Provided by Marc Aarons Money Managers, Inc. If you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must be acknowledged – and it should be addressed. What if […]

Life Insurance Before Age 40 Millennials have good reasons to obtain coverage now. Provided by Marc Aarons   Do you plan to buy life insurance before you turn 40? Maybe you should. You may save money in the long run by doing so. At first thought, the idea of purchasing a life insurance policy in […]