Many of us wonder about the right time to start or adjust estate planning. While, most estate planning professionals can’t agree on a specific age that you should consider working on an estate plan, there is a school of thought that believes that the sooner, the better when it comes to deciding what will happen …
Top Five Life Events that Require Estate Planning Read More »
For many people, life insurance is a simple thing; you buy a policy so that your family will get some financial help after you die. However, in many cases, life insurance can be a useful tool when it comes to estate planning. A traditional life insurance policy will pay out after your death, but an …
What you Need to Know Irrevocable Life Insurance Trusts Read More »
Few of us want to think about a future where we may not be able to make our own decisions about our finances. Yet many people over 65 find themselves with physical or mental illness that limits their ability. That is why incapacity or disability planning is so important. Without proper planning, your family and …
There are many financial assets that will not automatically pass through a will. These include life insurance policies, retirement accounts, and other non-probate assets. For many people, these types of assets make up most of their net worth. There are many ways to ensure that these assets go to the right people upon your death. …
Beneficiary Designations: When A Change is Necessary Read More »
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