Uncovering a Life Insurance Policy for a Deceased Loved One
Discovering a life insurance policy for a deceased parent or spouse can provide much-needed financial support during a difficult time.
September 5, 2024
Addressing your Estate Planning during Divorce is Critical
Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).
July 31, 2024
Estate Planning with Annuities can be Complex
Annuities offer income security, tax advantages and legacy benefits for your heirs. Find out how estate planning and annuities can strengthen your legacy.
July 15, 2024
Risks of Adding a Child as a Life Insurance Beneficiary
Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure that your child’s future is secure.
March 27, 2024
Divorce Impacts your Estate Plan
Divorce significantly affects your estate plan. Therefore, it’s crucial to take timely action to revise it. If you’re going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
February 26, 2024
Life Insurance is vital to Estate Planning
Life insurance is a pivotal component of a comprehensive estate plan. Integrating life insurance policies into estate planning can provide financial security for your heirs and ensure that your estate is distributed according to your wishes. When used effectively, life insurance can…
February 7, 2024
Life Insurance should be Major component of Estate Plan
No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.
October 19, 2023
The Estate of The Union Season 2|Episode 9 is out now!
The Estate of The Union Season 2|Episode 9 is out now! All good musicians eventually have a Greatest Hits album. We’ve got one too! We
August 29, 2023
When Life Insurance becomes Taxable
While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.
August 22, 2023
Important to Evaluate your Planning before a Second Marriage
If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.
August 7, 2023