Estate planning: 6 big mistakes you might be making
An estate plan can protect your assets, provided you avoid costly mistakes in your trust, ownership and more.
Insurance, Annuities, and Investments
Blog Listing
7 things financial planning does for you
It is the financial planning conversations that are really important in your achieving goals.
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.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
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.
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.
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.
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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