Actions to avoid when Shopping for Life Insurance
It sounds morbid, but when you’re shopping for a life insurance policy, insurers want to know the answer to one question: What’s your life expectancy?
June 30, 2022
Discuss Estate Planning before Marriage
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
June 9, 2022
Life Insurance can help Women with Estate Planning
Women are receiving increased recognition for the critical roles they serve in society. This increased recognition leads to greater awareness of women’s financial challenges and the financial industry’s solutions to those challenges.
June 6, 2022
June 1, 2022
How Divorcing over Fifty effects Estate Planning
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
May 23, 2022
Best Uses of Life Insurance Benefits
There are many options, but the best use of the money is different for each widow and her unique circumstances.
May 5, 2022
Several Ways to Avoid Probate
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
April 19, 2022
Alternatives to replace Stretch IRA
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
March 28, 2022
Your Estate Plan can include Grandchildren
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
March 21, 2022
Why You should review Estate Planning
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
March 9, 2022