4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones

Read More

Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And,

Read More

Why Every Adult Needs A Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and

Read More

What Happens To Your Debt When You Die?

Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it depends, and that’s part of

Read More

3 Essential Questions to Ask Before Creating Your Will Online

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning

Read More

Checklist: 5 Financial Decisions to Consider Before December 31

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late or very costly for

Read More

Green Funerals: 6 Eco-Friendly Options For Your Remains

The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have bodies that die and must be

Read More

Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from

Read More

4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings strategies. By taking

Read More

How Will A Recession Affect Your Family?

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market,

Read More