SML Planning Minute

Recent Episodes

IRS Dirty Dozen Tax Scams

Posted June 10, 2019 • 00:08:34

Episode 25 - Have you seen the annual IRS listing of its “dirty dozen” tax scams? This year’s selection has a few surprises. All of us need to...

Medicare Part B: Social Security’s Evil Twin

Posted June 3, 2019 • 00:10:46

Episode 24 - For years the people at the Social Security Administration (SSA) have been telling us that your Social Security benefit is protected against...

Why Conduct a Life Insurance Review?

Posted May 28, 2019 • 00:05:44

Episode 23 - Despite the amount of life insurance in your estate, it is an asset that is generally not evaluated, reviewed, or appraised on a consistent...

Protecting the Spouse of a Client Needing Long-Term Care

Posted May 21, 2019 • 00:09:15

Episode 22 - When someone needs long-term care, the needs of the institutionalized spouse come first, and with good reason. But what about the needs...

Typical Beneficiary Designation Mistakes

Posted May 14, 2019 • 00:08:05

Episode 21 - If you designate a beneficiary on a life insurance policy, retirement account, or brokerage account, that choice will take precedence over...