Parents to adult kids: Estate planning matters
Parents can support their adult child’s financial well-being and future by encouraging estate planning.
Insurance, annuities, and investments
Blog Listing
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.
A financial checklist for widows and widowers
Taking steps to safeguard your financial future can bring great comfort in moments of grief.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and financial interests.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
What probate is and why people try to avoid it
Probate can be costly and time consuming. It also creates privacy concerns.
This holiday season, talk estate planning
The holidays are an opportune time to ensure your aging parents have their estate plan in place.
Estate planning: ‘Tis the season for gifting
Some families should consider taking gift tax exemptions now so their estates can save later.
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.
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.
How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
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.
5 mistakes to avoid when deciding who should be your beneficiary
There are some pitfalls when it comes to naming beneficiaries for your estate.
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.
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