In a divorce, both beneficiaries and policy ownership should be modified to account for the change...
Category - Previous Posts
How to Prevent The Top Six Retirement Planning Mistakes
Unfortunately, retirement is complicated, and your decisions can have irreversible consequences.
How to Manage the Cost of Long Term Care
The cost of long-term care insurance is based on several criteria, including the number of clients...
Protect Your Pets After You’re Gone
To ensure animals’ well-being, you should pick a caregiver and set up paperwork, funding.
What Can I Do with Unspent Money in a 529 Plan?
Despite the burgeoning cost of higher education these days, you might still find yourself with...
Special Needs Family Requires Special Planning
As our children with disabilities grow older, and we ourselves grow older, the future can seem...
The Second Biggest Question about Retirement: Where to Live
As baby boomers age, they are expected to make a mass exodus from the homes they own for rentals or...
Can You Get More from Social Security?
You’ve paid into the Social Security system your entire working life. Why leave any money on the...
Will My Family Have to Pay Off My Credit Cards When I Die?
Almost 3 out of 4 consumers die in debt. Will your family members inherit your credit card debts?
How to Choose an Estate Planning Attorney
Taking care of these key tasks properly limits the potential for family turmoil and possible legal...