Estate Planning
May 19, 2021
A Note on Life Insurance Buy-Backs
For some life insurance carriers, there is a life insurance buy-back option, which may make sense for some individuals or families.
Estate Planning
May 15, 2021
How and Where to Store Important Paperwork
Making sure that important documents are safely stored and easily accessible to your executor are crucial steps...
Estate Planning
May 14, 2021
How Prepaying for your Funeral Arrangements Can Save you Thousands
By using a service like ours to pre-pay, you can provide peace of mind and reduce the financial burden to your family.
Estate Planning
May 13, 2021
Passwords: Where to Keep Them
Protected access to your online account passwords is vital for a smooth estate settlement process.
Estate Planning
May 10, 2021
What is a Digital Vault?
Digital vaults give you a convenient single point of reference so you can easily find and access all of your digital assets.
Estate Planning
May 03, 2021
The Facts About Joint Accounts
Having a joint account is also relevant to estate planning. If one partner dies, the other won't be left without access to money, as the money will...
Estate Planning
Apr 30, 2021
What Is a Power of Attorney?
A power of attorney is a legal estate planning document that grants another person the power to take action on your behalf.