Planning for your pet’s care after your death
Here’s how to make a plan for your pet to ensure that it won’t suffer if something happens to you.
Insurance, Annuities, and Investments
Blog Listing
5 mistakes to avoid when deciding who should be your beneficiary
There are some pitfalls when it comes to naming beneficiaries for your estate.
3 ways to financially prepare when elections, like midterms, loom
No one can tell exactly who will win or what will happen or change, but there are ways to prep.
End of life planning workbook & checklist
Establish a sound estate plan and make your wishes known before your death.
Expecting an inheritance? Don't count on it
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
An estate planning tool for the not-so-wealthy
Beyond protection, the features of survivorship whole life insurance can help with wealth transfer goals too.
A way to approach 3 typical estate planning needs
A certain type of life insurance policy can help couples navigate these common estate planning challenges.
Four financial acts for your family
Families support each other emotionally, physically...and, just as important, financially.
Estate equalization for business owners: How to do it
Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.
Estate planning tools for households
Financial tools from trusts to charitable giving to life insurance are available.
Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
How to prepare for your first meeting with a financial professional
With the right documents, a financial professional can help you with short and long-term money goals.
What to do when a loved one dies: A checklist
A timeline and guide for managing your loved one's final affairs.
Tips for talking money with your aging parent
Talking to your parents about money can be difficult but necessary to ensure a sound estate plan.
Choosing a successor trustee
Who will step in and help manage your trust’s assets when you no longer can?
Term vs. permanent life insurance: 3 considerations
Should you choose term or permanent life insurance? It depends on what you’re insuring against.
Using life insurance for charity
With planning and forethought, life insurance can be used to benefit a favorite charitable cause.
This Thanksgiving, talk estate planning
Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.
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