Help Those You Love: Notify Your Beneficiaries
Naming a loved one or a favorite nonprofit as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to make a lasting impact.
Has Your Life Changed? Then So Should Your Will
Ever look at the calendar and marvel at what year it is? Has that much time really gone by? When changes happen, it’s important that your will reflects them.
Before You Give: 4 Questions to Ask
The act of giving through your estate plan involves reflection and forethought. It also warrants a conversation.
4 Estate Planning Mistakes and How to Avoid Them
If you are among the majority of Americans who haven’t yet started the estate planning process, now is the time. Your family members and heirs will be glad you did.
Have You Notified Your Beneficiaries?
Naming a loved one or a favorite nonprofit as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to make a lasting impact.