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.
Insurance, Annuities, and Investments
Blog Listing
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.
Four financial ‘Acts of Mutuality’
Families support each other emotionally, physically...and, just as important, financially.
Meeting your financial advisor for the first time
With the right documents, a financial advisor can help you with short and long-term money goals.
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.
Options for insurance in your later years
This kind of coverage can help those with medical issues cover final expenses.
You’re an executor…now what?
Settling an estate is a difficult job that takes patience and organization.
Funeral costs and considerations
Shop smart and know your rights when planning a funeral.
Probate: What it is, why people fear it
Probate can be costly and time consuming. It also creates privacy concerns.
Using life insurance for charity
With planning and forethought, life insurance can be used to benefit a favorite charitable cause.
How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
Estate planning for high net worth households
Financial tools from trusts to charitable giving to life insurance are available.
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