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Estate Planning

Estate planning can be simply defined as the complete process of planning an estate. The components of a successful estate plan would include:

  • Estate creation and conservation during the owner’s life;
  • The minimization of estate shrinkage at death;
  • The creation of adequate liquidity for estate settlement costs and;
  • a plan for proper estate distribution to the owners’ heirs

We recommend that you work with professionals (estate attorneys, CPA’s, financial planners) to create your estate plan. The articles on this website are not presented as legal or tax advice, but are there to provide you with basic information to assist you and your team with your planning:

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Life Insurance Terms You Should Know   Just like with lawyers, members of the insurance industry use unfamiliar terms when they discuss the various products they represent. Not because they’re smarter than anyone else, it’s just the nature of the industry. Certainly, anytime you’re speaking with an agent, you can … Continue reading Life Insurance Terms You Should Know

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Life Insurance Myths Debunked
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As a general rule, every type of insurance can be confusing, especially when a layperson listens to life insurance myths and attempts to read the content of an actual policy. Not because they don’t understand the concept of insurance, because most people do; but because policy information is typically written … Continue reading Life Insurance Myths Debunked

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Like to Drive Fast? It Could Be Costing You in More Ways Than You Think
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The amount of money that you pay every month for your life insurance policy is based on a number of different factors. You might be surprised to know that your driving record is one of them. Insurance companies are always assessing the risks involved in taking on a new policyholder. … Continue reading Like to Drive Fast? It Could Be Costing You in More Ways Than You Think

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    • Intramark Insurance Services, Inc., Insurance Services, Glendale, CA

    • Intramark Insurance Services, Inc.