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The Siegel Law Group Tag

Guaranteed Universal Life Insurance and Estate Planning

Estate planning

Not sure if guaranteed universal life insurance fits for you? Contact Siegel Law Group today, and we will answer all of your questions about estate planning. [contact-form-7 id="4313" title="Guaranteed Universal Life Insurance and Estate Planning"] In recent decades, guaranteed universal life insurance has become an integral part of estate planning. The guaranteed payout, length, and price has made it a more attractive option than other types of life insurance. Using years of experience serving Boca Raton and South Florida, Siegel Law Group has put together this guide of what you need to know about guaranteed universal life insurance. What Is Guaranteed Universal Life...

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Estate Planning for Persons with Special Needs

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Certain situations require specific plans. A great planning tool that can be used for individuals, families and loved ones with a disability is a Special Needs Trust (SNT). Which, according to the Social Security Administration, disability is defined as “the inability to engage in any substantial gainful activity (SGA) by reason of any medically determinable physical or mental impairment(s) which can be expected to result in death or which has lasted or can be expected to last for a continuous period of not less than 12 months.” The Special Needs Trust is arranged so the individual with the disability is...

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