Can Grandchildren Receive Inheritances?
March 23, 2022
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Why Is Estate Planning Review Important?
March 8, 2022
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
Is It Better to Inherit Stock or Cash?
January 10, 2022
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
Can I Claim Grandfather’s Unclaimed Insurance Policy?
January 6, 2022
Insurance claims can be made at any time, even years after the death of the policy holder.
How Can I Clean Up My Estate Plan?
December 29, 2021
While estate planning can be emotionally taxing, since you must consider a time after your own passing, it is important to be proactive, both for yourself and for loved ones.
What are Earnings Limits for Disability Retirees?
December 2, 2021
The retirement law has set an earnings limit of 80 percent in order for you to continue your disability retirement.
What Items Should Not Be Stored in a Safe Deposit Box?
October 20, 2021
Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
When Should You Fund a Trust?
October 14, 2021
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
Will Vets Get More Time to Apply for Veterans’ Group Life Insurance?
August 5, 2021
More service members leaving the military this year have extra time to apply for Veterans’ Group Life Insurance.
What Is a Holistic Estate Plan?
May 21, 2021
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.