by Yasmin Peña | Oct 14, 2024 | Estate Planning
Financial stability is not just about how much money you have at the moment; it’s about how you protect that money over time to keep it safe from unforeseen events. Unexpected situations, such as health issues, family emergencies, or economic crises, can jeopardize...
by Yasmin Peña | Oct 3, 2024 | Estate Planning, Without category
Achieving success is a goal that many pursue but few accomplish consistently. Success is not just a destination; it’s a process that involves dedication, learning, and perseverance. While there is no magic formula for success, certain steps can guide you in the...
by Yasmin Peña | Sep 29, 2024 | Estate Planning, Health Insurance, Without category
1. What Are International Insurance Policies? International insurance policies offer financial protection and access to medical services without geographic restrictions. They’re tailored for individuals who live, work, or frequently travel abroad, such as expatriates,...
by Yasmin Peña | Aug 26, 2024 | Estate Planning
Inheritance taxes, also known as taxes on transferred property, are federal taxes that your heirs must pay when they receive your assets. The tax rate varies by state and also depends on whether you are a citizen, resident, or foreigner. Who Must Pay Inheritance Tax...
by Yasmin Peña | Aug 16, 2024 | Estate Planning
Do you have savings in a 401(k), IRA, or an annuity and want to transfer them to another retirement account without incurring penalties? Today, I’ll explain the ideal tool for you: What is a Rollover? A rollover is the process of moving your savings from one...
by Yasmin Peña | Aug 1, 2024 | Estate Planning, IUL, Life Insurance
I had the honor of being a special guest at “El Negocio de Ser Tú,” an event organized by Vilma Núñez (@vilmanunez) and Ismael Cala (@ismaelcala), held in Miami, FL, on July 18, 19, and 20 of this year. This event, aimed at business owners, entrepreneurs,...
