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Beneficiary Designation

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

Posted on: March 15th, 2017
Without certain protections in place, naming beneficiaries to your life insurance policy may not be enough to protect the funds....

Dispelling the Top 3 Estate Planning Myths

Posted on: July 1st, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....

What Documents Do You Need to Find After a Loved One Dies?

Posted on: June 15th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:...
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