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concept of life insurance

How Life Insurance Can Be Part of Your Estate Plan

Life insurance may not seem to have a bearing on how to dispose of assets in your estate, but you might like what you find if you look a bit deeper. Life insurance can be an integral, indispensably important part of a well-thought-out estate plan. Read More
Avoid unintended consequences from using a DIY deed

Don’t Let These Four Key Account Types Fall Through the Cracks: Name Your Beneficiaries

Your estate planning—that part naming whom you want to have things after you die—involves more than your will. You should also select whom you want to receive various accounts you have. These accounts can be given directly to those persons you na… Read More
Personal Files

Choosing Beneficiaries and Keeping it Beneficial

With the start of a new year, we often take time to reflect on the past, look forward to the future, and generally set goals to get our houses in order—whether our physical houses, our fitness houses, or our financial houses. One of those areas in… Read More