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This article is also available as a weekly newsletter, “Life Stories,” where we remember those who made an outsize impact in the Jewish world — or just left their community a better or more interesting place. Subscribe here to get “Life Stories” in your inbox every Tuesday. David Karp, 70, go-to photographer for New York’s Jewish groups David […]

Read More about Unforgettable Encounters: Nurse’s Meeting with Churchill, Rabbi’s Internet Caution

Life insurance is a valuable tool to protect your family, and potentially your business interests after your death. Your estate plan is the collection of legal documents that include directions about what should happen to your assets upon your death. Your estate plan could include either a Last Will and Testament or a maybe a Living Trust. One of the most common problems I discover when I review existing planning with clients or potential clients is the failure to coordinate the outcome of a will or trust and the outcome of life insurance proceeds. Let’s examine some of the potential problems this can create so that we can avoid them.

Read More about Optimizing Estate Plans: Effective Strategies to Harmonize with Life Insurance