Bell Investment Advisors Offers 2014 Estate Planning Update and the Role of Insurance

Bell Investment Advisors Offers 2014 Estate Planning Update and the Role of Insurance

OAKLAND, CA. October 2, 2014 – Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today they will host the webinar, “2014 Estate Planning Update and the Role of Insurance” on Monday, October 20, 2014, 2–2:30 pm.

The webinar will be presented by Jim Bell, CFP®, President and Founder of Bell Investment Advisors and special guest speakers Thomas V. Bret, Esq., CPA, CFP®, Co-Founder, Cederborg & Bret LLP, along with Donald E. Morris, Jr. CLU®, Vice President, Sitzmann Morris & Lavis Insurance Agency.

The discussion will focus on the permanent changes to estate tax law enacted in 2013 and its effect on traditional estate planning, along with the role that insurance can play in estate planning. The webinar will also include topics on how to maximize the amount of wealth transferred to heirs, what to do when liquidity is needed for illiquid or hard-to-sell assets, and when to have estate plans and life insurance policies reviewed. There will be additional topics that are helpful for individuals creating an estate plan for the first time or updating an existing estate plan.

“Our expert team of presenters will look at estate planning and insurance from many angles,” says Jim Bell. “We will take into consideration topics such as taxes, multiple trusts, life insurance and more, all with the goal of minimizing the unexpected.”

Thomas V. Bret says, “This webinar is most relevant to anyone that has not updated their will and trust in over three years, or does not have a trust.”

“Also, attend if you haven’t reviewed your life insurance policies lately and/or wish to understand how life insurance can play a key role in providing the necessary liquidity for an illiquid estate when considering gift, estate, and income tax-free ways,” suggests Donald E. Morris.

To register for the October 20 webinar visit:

Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 24th year of business, offering investment management, financial planning and career/life coaching services. For more information, visit

Nancy Isaacs
Bell Investment Advisors

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