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Home#28 - Dealing with Life Insurance

DEALING WITH LIFE INSURANCE




M
ichael S. Feinberg,  Director of the Life & Health Insurance Department  at the McLean Insurance Agency and Ken Fahmy, President of Fahmy & Associates, Inc. discuss the challenges of dealing with life insurance in an Estate. They cover topics such as:

  • determining if the decedent has any life insurance,
  • who owns the policy,
  • who are the policy beneficiaries,
  • who can make a claim on the life insurance policy,
  • why claims are denied,
  • tax issues,
  • benefit payout options and
  • planning that can be done prior to death to address and possibly lessen some of the challenges discussed. 


Recorded August 2016. Broadcast December 2016