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Beneficiary Designation Horror Story

Beneficiary Designation Horror Story

Regardless of your income or net worth, there’s one estate planning task you should do right now: check the beneficiary designations for your life insurance

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When Can I Get the Life Insurance Company to Pay Out the Death Benefit?

When Can I Get the Life Insurance Company to Pay Out the Death Benefit?

A common question in settling the affairs of a loved one, is how long it generally will take after that person dies for the life

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Simple Estate Planning Tools

Simple Estate Planning Tools

When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is

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Review These Retirement Planning Criteria

Review These Retirement Planning Criteria

Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.

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Check on Your Beneficiaries…Today!

Check on Your Beneficiaries…Today!

When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that

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Planning Ahead with Long-Term Care

Planning Ahead with Long-Term Care

“The experiences of people we care about often deeply affect us.”

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Here’s What an Estate Plan Can Do for You

Here’s What an Estate Plan Can Do for You

"It’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you

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How is Life Insurance Taxed in an Estate?

How is Life Insurance Taxed in an Estate?

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”

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Avoid This Common Estate Planning Mistake

Avoid This Common Estate Planning Mistake

“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal,

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If it is So Important, Why Doesn’t Everyone Make a Will?

If it is So Important, Why Doesn’t Everyone Make a Will?

No one likes to plan for his or her death, but it’ll happen to all of us, says The Reading Eagle Business Weekly in the

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Time to Review your Financial Planning

Time to Review your Financial Planning

Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time

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Let’s Keep an Easy New Year’s Resolution

Let’s Keep an Easy New Year’s Resolution

We all take some time at the end of the year to reflect. As you consider 2016, you can certainly agree that the year had

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