Life Planning

CATAGORIES

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...

7 Issues to consider when purchasing disability insurance

If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...

2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP TO DATE?

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...

How Estate Planning Can Reduce the High Cost of Dying—Part 2

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

Does Your Family Need Umbrella Insurance?

In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is...

Probate: What It Is & How to Avoid It—Part 2

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...