All Emerald GEMs Podcasts Episodes

Revocable Trusts May Play a Role in Your Estate Plan

Alvina H. Lo |
Emerald GEMs

September 22, 2020— When contemplating your estate plan, you may wonder whether you should have a revocable trust, also known as a living trust, in addition to your will. The answer may depend on your net worth and the nature of your assets. Generally, the more assets you have, and the more complicated they are, the more you may benefit from a revocable trust.

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Life Insurance May Provide Stability in an Uncertain Environment

Jessica F. Male |
Emerald GEMs

September 15, 2020—These days, with so much uncertainty due to the pandemic, it may help to focus on something you can control, like your estate plan. When most people hear “estate plan,” they think of their will. They don’t necessarily think about life insurance within the context of their overall estate plan. Learn five ways life insurance can play a role in estate planning, and maybe bring a bit more stability into an uncertain environment.

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The Timely Benefits of a Health Savings Account

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Emerald GEMs

September 8, 2020—The global health pandemic is a reminder of how quickly and unexpectedly significant health care issues can arise. It may be time to ask: Is it beneficial to have a health savings account when I can afford to pay for health care expenses out of my pocket? Wealth Planner Matthew Mancini discusses the key benefits of these popular savings accounts, explaining how they not only help to prepare families for unexpected medical expenses, but may offer tax incentives as well.

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