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Insurance, Annuities, and Investments
Blog Listing
Why millennials should not rely on an inheritance
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
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 for LGBTQ couples
There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.
Estate planning for high net worth households
Financial tools from trusts to charitable giving to life insurance are available.
Four financial acts of mutuality
Families support each other emotionally, physically...and, just as important, financially.
Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
What to do when a loved one passes
A timeline for managing your loved one's final affairs.
Term vs. perm life insurance: 3 considerations
Should you choose term or permanent life insurance? It depends on what you’re insuring against.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
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.
This Thanksgiving, talk estate planning
Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.
Using life insurance for charity
With planning and forethought, life insurance can be used to benefit a favorite charitable cause.
What is estate planning?
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
Custodial accounts and Coverdells: How to use them
You might consider a custodial account for flexibility — or a custodial 529 or Coverdell for education.
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