Life Planning

CATAGORIES

Can You Rely on Legal Insurance for Your Estate Plan?

As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...

10 Life Events That Signal it’s Time to Review Your Estate Plan - Part 2

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re covering five more life events that...

10 Life Events That Signal it’s Time to Review Your Estate Plan - Part 1

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

What the National Debt Ceiling Extension Means for Your Family

You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...

Why Everyone Needs to Keep Their Estate Plan Updated

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...

Checklist: 5 Financial Decisions to Consider Before December 31

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...