Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
Insurance, annuities, and investments
Blog Listing
Preplanning a memorial service, together
It can help to discuss wishes and costs with family and friends beforehand.
Memorials in the digital age
New methods of mourning allow more people to come together, even when they’re far apart.
Funeral costs and considerations
Be aware of costs and know your rights when planning a funeral.
When a parent dies: A timeline of tasks
Staying organized and getting help can make the process of settling your parent’s finances less overwhelming.
Helping children cope with a loved one’s death
Parents and caregivers can help kids mourn loss by grieving and talking about death in a healthy way.
End of life planning workbook & checklist
Establish a sound estate plan and make your wishes known before your death.
Who is responsible for debt after death?
It depends on your state, the type of debt you have, and how you structure your assets.
9 financial questions to ask your mom
If your mom does not have certain plans in place, she may be vulnerable to financial risk.
What to do when a loved one dies: A checklist
A timeline and guide for managing your loved one's final affairs.
Understanding and using critical illness insurance
This kind of protection can help with costs should a major illness strike.
Hospice care: What to expect
Hospice care is an important option for families to consider for a loved one.
What is estate planning and who needs it?
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
Buying life insurance for your parents
Life insurance proceeds could help recoup costs resulting from taking care of an aging parent.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
Understanding debt: A guide for life’s milestones
From student loans to mortgages, debt offers opportunities … and risks. Know both.
Lost life insurance policy? Here’s how to find it
Tracking down a life insurance policy for a deceased family member isn’t hard when you know where to look.
You’re an executor…now what?
Settling an estate is a difficult job that takes patience and organization.
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