Tag: Life Insurance

We Want to Draft Your Legacy

Why Do I Need Life Insurance?

August 15, 2022
Life insurance is designed to protect your loved ones’ financial security if you pass away.
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What are Mistakes to Avoid with Beneficiary Designations?

August 12, 2022
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
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Who Should Be Your Executor?

July 26, 2022
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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How Do I Pick a Life Insurance Beneficiary?

June 30, 2022
Choosing a beneficiary can be very simple, yet very important in any account that requires it.
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How Do I Conduct an Estate Inventory?

May 30, 2022
An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
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Does Power of Attorney Perform the Same Way in Every State?

May 23, 2022
A power of attorney is an estate planning legal document signed by a person, referred to as the “principal,” who grants all or part of their decision-making power to another person, who is known as the “agent.” Power of attorney laws vary by state, making it crucial to work with an estate planning attorney who is experienced in the law of the principal’s state of residence.
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How Do I Use Life Insurance of a Deceased Spouse?

April 25, 2022
There are many options, but the best use of the money is different for each widow and her unique circumstances.
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What Can I Do Instead of a Stretch IRA?

March 31, 2022
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.
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Is Life insurance a Good Idea?

March 16, 2022
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn't even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
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Why Is Estate Planning Review Important?

March 9, 2022
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
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