Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
Insurance, annuities, and investments
Blog Listing
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.
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.
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