SML Planning Minute
SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.
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Recent Episodes
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 1
Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are...
Holographic Wills and the Case of Larry King
Do you know what a Holographic Will is? Here’s a hint: Larry King used one. But that doesn’t mean you should.
Holographic Wills and the Case of Larry King
Do you know what a Holographic Will is? Here’s a hint: Larry King used one. But that doesn’t mean you should.
Don’t Forget About State Estate Taxes (Particularly in New York)
You may not be wealthy enough to be subject to federal estate taxes upon your death, but your state may have other ideas.
Don’t Forget About State Estate Taxes (Particularly in New York)
You may not be wealthy enough to be subject to federal estate taxes upon your death, but your state may have other ideas.
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