August 7, 2020 •
Estate Planning ![]()
Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.
Read MoreAugust 6, 2020 •
Estate Planning ![]()
It's never too early to start working on how your things will be handled, once you pass away.
Read MoreAugust 5, 2020 •
Estate Planning ![]()
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
Read MoreAugust 4, 2020 •
Estate Planning ![]()
As you plan how you will leave your estate, it is important to your family’s future that you leave a legacy with well-executed documents. It’s also essential that you understand all of the roles of the people involved in your estate, especially the person or organization who will manage your estate.
Read MoreAugust 3, 2020 •
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Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.
Read MoreJuly 31, 2020 •
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Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own.
Read MoreJuly 30, 2020 •
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Orlando Cepeda wants to know where his money went. He also wants to learn what happened to all of his baseball memorabilia, including his 1967 National League Most Valuable Player Award, and wants to be made whole.
Read MoreJuly 29, 2020 •
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Long-term care insurance consumers -- usually upper-middle age and older Americans -- face enough hurdles in finding the best policies. Complicated contracts, high fees and charges and booming premiums await any long-term care insurance buyer.
Read MoreJuly 28, 2020 •
Estate Planning ![]()
As you age, it is important to have your affairs in order to ensure peace of mind for you and your family. Several documents need to be in place to help your family know and carry out your wishes.
Read MoreJuly 27, 2020 •
Estate Planning ![]()
Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…
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