Tag Archives: beneficiary

When a person dies, the settling of his or her estate and the closing of his or her financial affairs begin. The entire process can be overwhelmingly stressful for grieving family members and quite time consuming, depending on the size of the decedent’s estate and the plans put in place before his or her passing. […]

People spend a significant amount of time building their wealth and carefully creating trusts and mapping out an estate plan to protect and preserve their assets for future generations. Yet, when it comes time to naming a trustee to carry out their wishes under the terms of a trust, many people stumble. Making the right […]

One of the most critical yet often forgotten steps in the estate-planning process is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may […]

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies are keeping up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase […]