Life Insurance for the Blended Family: An Overlooked Estate Planning Gap

Life Insurance for the Blended Family: An Overlooked Estate Planning Gap

Traditional estate plans often overlook blended families, leaving children from a previous marriage waiting years for an inheritance. Here’s a planning structure that solves it.

blended family estate planningILITPacific LifePL Promise GULlife insurance trust
Mutual of Omaha Webinar: Advanced Estate Planning with Trusts and IULs

Mutual of Omaha Webinar: Advanced Estate Planning with Trusts and IULs

Join Mutual of Omaha's upcoming session on combining trust planning with IUL strategies — a practical look at where estate planning and life insurance intersect.

Mutual of Omaha webinarestate planningtrusts and IULILITadvanced markets
Revocable Living Trusts: What They Can (and Can't) Do

Revocable Living Trusts: What They Can (and Can't) Do

A revocable living trust can do a lot — but not everything. Here's what agents should know to guide clients through what it covers and where additional planning is needed.

revocable living trustestate planningprobate avoidanceILITincapacity planning

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