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Estate Planning Hawaii    -    Revocable Living Trust    -    Trust Amendment    -    Irrevocable Living Trust    -    Medicaid Asset Protection Trust

Ask Yourself 5 Questions When Purchasing Whole Life Insurance

October 1, 2016

 

1.  Do you have money set aside that you don’t intend on using for

income that will more than likely pass to your heirs or favorite

charities?

 

 

2.  Have you purchased life insurance in the last 30 years, where the

cash value and death benefit are getting close to being the same

value?

 

 

3.  Have you already taken care of your funeral expenses or is that

something that the kids are going to take care of?

 

 

4.  Have you addressed the tax implications of the retirement accounts

you currently have, that are growing tax deferred, should you pass

away too soon, or never end up using the money for income?

 

 

5.  Have you addressed where the money will come from to cover the

expenses if something should ever happen and you need to be

confined to a nursing home, assisted living facility, or even just have

someone come into your home to help with your care?

 

Call Sage Capone today at 808-753-1868 for a free consultation to determine your needs assessment.

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