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Prism Insurance Agency Blog: estate

View the latest blog posts from Prism Insurance Agency.

    What happens when a famous Hollywood actor passes away with his financial advisor? What if he has a live-in girlfriend, a child from a previous relationship, and parents… but no will? It’s almost a script made for Hollywood! READ MORE >>

We all know we should not put all our eggs in one basket, but have you considered diversifying how things will be taxed? Many experts are predicting higher tax rates due to the large deficit, spending and unfunded liabilities. READ MORE >>

Would it be helpful to know some of the most valuable characteristics shared among America’s most competitive professionals? Then join Prism Insurance Agency Inc. and our guest author, who assembled 16 characteristics of greatness from over 2,500 interviews with America’s top sports figures. READ MORE >>

The new estate tax law has some people thinking that estate planning isn’t as important anymore. Prism Insurance Agency might change your mind. Our guest estate planning expert, Bruce Udell, explains why taxes aren’t the only thing you need to consider to make sure your assets go to whom you choose. READ MORE >>

  When you think of estate planning or legacy planning, most of us think about our kids but did you think about your spouse?  What happens if you’re a surviving spouse?  Are you prepared for the financial implications that a death of a spouse may have? READ MORE >>

  Most people (Real Estate Agents, Bankers and CPA's included) don't understand the truth behind mortgage structures and payment plans. After watching this video, you'll understand the complexities of mortgages better than the vast majority of people and be able to take action to improve your financial future! READ MORE >>

With the uncertainty of social security and pensions becoming a thing of the past, retirement income planning has to be a top priority for those looking forward to retirement. Join Prism Insurance Agency with our guest to discuss the changes that have occurred over the past twenty years and the rules that we face planning for retirement. READ MORE >>

Good relationships require open and honest communication between partners about money matters. It is important to discuss finances openly before and during a relationship. Join Prism Insurance Agency as we explore ten money questions for your mate. READ MORE >>

According to the National Institute on Aging, nearly 5 million people in the USA today have a form of Alzheimer’s and the numbers are expected to triple by 2050 as Baby Boomers age. Properly preparing your finances is a priority for everyone, but even more important for those with this devastating disease. READ MORE >>

Alzheimer’s disease is emerging as one of the most costly medical and social problems in the United States. Do you know the ten warning signs to watch for to detect the early signs of this disease? Join Prism Insurance Agency to discuss the reality of Alzheimer’s in America today. READ MORE >>

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