You’ll make many important purchases in your life, with life insurance somewhere near the top of the list. When it comes to your finances and protecting your loved ones, this is just one of the many things you should consider buying. Of course, there’s a big difference between saying you’re going to buy life insurance and actually doing so. Many people shy away because they don’t know what they want, what they need, or how to purchase a policy that suits all their requirements. By … [Read more...] about Important Life Insurance Questions to Answer
Blog
Remember to Include These Things in Your Will
For many people, the first thing that comes to mind when discussing estate planning is the creation of a will. While it’s not likely to be the only part of your estate plan, there’s a good chance that it’s a big part of what you do. When creating a will, there’s a mistake you need to avoid: assuming that the only thing you can do is specify who will receive your assets upon your death. Yes, this is one of the primary goals of creating a will, but it’s far from the only detail to … [Read more...] about Remember to Include These Things in Your Will
Best Places to Retire: State Taxation
You owe federal income tax wherever you live. But your overall tax burden can vary dramatically depending on where you live. Read on to learn more. Best Places to Retire: State Taxation … [Read more...] about Best Places to Retire: State Taxation
Estate Planning Myths: Don’t Let These Complicate Your Situation
When you mistake estate planning myths for fact, there’s a greater chance that you’ll make a mistake that affects you and/or your family now or upon your death. Since you don’t want to put the well-being of your loved ones at risk, it’s critical to become familiar with the many myths that have the potential to complicate your situation. While there are a countless number of estate planning myths that can bog you down, it’s these three that often require a large portion of … [Read more...] about Estate Planning Myths: Don’t Let These Complicate Your Situation
These Benefits of a Living Trust May be Just What You’re Looking for
There are many estate planning tools that you should consider, with a living trust at the top of the list. It’s not the right choice for everyone at every stage of their life, but you may soon come to find that it suits your many requirements. A living trust is designed to hold your assets while you’re living, while transferring them to your designated beneficiaries upon your death. There are a variety of benefits of a living trust, with these three among the most appealing: No … [Read more...] about These Benefits of a Living Trust May be Just What You’re Looking for
Is it Time to Review Your Estate Plan?
Once you create an estate plan, you’ll wonder what took you so long in the first place. Not only does it give you and your family peace of mind, but it also provides you a greater sense of organization. But before you get too excited, here’s something to remember: your estate plan is likely to require some changes as you age. Your circumstances can and will change as the years go by. When this happens, you don’t want to wait to review your estate plan. You’re likely to find that a few … [Read more...] about Is it Time to Review Your Estate Plan?
Economic Fallout from Coronavirus May Provide Opportunities
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. While healthcare systems have fought the virus, economies have been hurt by the social distancing required to combat the virus. However, there may be an opportunity for those wishing to do certain types of Estate Planning. Read on to learn more. Read on to learn more … [Read more...] about Economic Fallout from Coronavirus May Provide Opportunities
Coronavirus and Nursing Homes
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Social distancing and self-quarantine can help slow the spread. The virus is a particular threat to residents of nursing homes. Read on to learn more about the threat and how you can keep your loved ones safe. Read on to learn more … [Read more...] about Coronavirus and Nursing Homes
Joint Tenancy Pros and Cons
Joint tenancy is a commonly used form of ownership between two or more people. It can be an easy solution. However, it can have drawbacks. Read on to learn more. Joint Tenancy Pros and Cons … [Read more...] about Joint Tenancy Pros and Cons
Whom Do You Want to Get Your Assets?
Most of us have an idea whom we’d choose to receive our assets at our death. But often we don’t contemplate what should happen if the people whom we’ve selected die before us. Read on to learn more about contingent beneficiaries. Whom Do You Want to Get Your Assets? … [Read more...] about Whom Do You Want to Get Your Assets?
