Tag Archives: life insurance

How Your New Job’s Onboarding Process Can Affect Your Estate Plan

Starting a new job is an exciting new chapter in your life.

Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to be filled out, they need to be...
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Four Ways to Set Yourself Up for Success In Your New Job

Congratulations on your new job!

Getting a job begins a major chapter in your life. As you navigate this new territory, we are here to help ensure a prosperous transition. To protect the future you are creating, you need proper financial and estate planning.

As you move through this new phase of your life, there are several...

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Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and ensuring your money and property are distributed to the individuals you have selected upon your...
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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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