Tag: Life Insurance

We Want to Draft Your Legacy

How to Avoid Giving Estate to Your Ex

February 10, 2022
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
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What Is Considered an Asset in an Estate?

January 25, 2022
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
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Is It Better to Inherit Stock or Cash?

January 12, 2022
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
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Why Naming Beneficiaries Is Important to Your Estate Plan

January 4, 2022
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
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Can I Change My Estate Plan During Divorce?

December 8, 2021
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
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How Can I Pass Wealth to My Children and Grandchildren?

November 10, 2021
Inherited assets come with benefits, along with some burdens, so how can I help my children?
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What Should Small Business Owners Know about Estate Planning?

October 29, 2021
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
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Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”

October 14, 2021
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
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Should I Keep My Life Insurance Policy?

September 29, 2021
For many, there are potential benefits to continuing a life insurance policy or purchasing certain types in retirement, when it comes to taxes, estate planning and long-term care. Here are some ways to use a life insurance policy that you may not know about.
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How Do I Avoid Estate Planning Mistake with a Blended Family?

August 24, 2021
A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should consider carefully what will happen with your money and possessions when you pass on.
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