When is the Right Time to Buy Life Insurance?
It's never too early to start thinking about life insurance. Waiting until your older or in poor health is never a good idea.
Choosing Between Term and Whole Life Insurance: Which Is Right for You?
Different people have unique life insurance needs, so it's important to know the details before buying. Learn more about whole-life versus term life insurance in order to make the right decision for you and your loved ones.
Millionaire & Former Zappos CEO Died in November Without a Will. Here's Why That Makes Things Extremely Complicated
Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.
Creating an Estate Plan
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
Common Estate Planning Mistakes to Avoid
Your estate plan is important for both you and your family, so don't wait until the last minute to make a secure plan. Here are some major mistakes many estate plan packages often have that can be easily avoided.
Top 5 Duties of an Estate Executor: And How to Carry Them Out
Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.
Estate Planning for Executives
As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.
A Guide to Dividing Your Estate Unequally
Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
Coping Financially After the Loss of a Spouse
The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financial life.