6 Critical Things You Should Have at Your First Estate Planning Meeting
Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts
The death of a loved one is one of the most difficult times in a person’s life.
Nothing can truly prepare you for such a loss. However, dealing with the financial stress of frozen bank accounts can increase the stress. Without proper planning, your loved one could struggle to gain access to your accounts, creating real...What It Means to Be a Power of Attorney: The Basics
For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why.
Whether you are unfamiliar with the concept or simply need of a refresher, keep reading to learn what it means to be an agent under a...How to Get the Most Bang for Your Life Insurance Buck
Life insurance is a financial asset that is widely used to help protect your family from expenses after your death. However, what most people don’t realize is that even though life insurance is designated to a specific beneficiary, that doesn’t mean it’s exempt from estate taxes or that it will be used according to your...
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