When you pass away, your family may need to sign certain documents as part of a probate process in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in your name only and you have not completed a beneficiary, pay-on-death, or…
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Estate Planning Awareness Week is a great opportunity not only to take steps to make sure your own estate plan is up to date, but also to talk to your family members–especially elderly parents–about creating an estate plan. Estate planning is often a difficult topic to broach, as it brings the unpleasant topics of aging…
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Estate Planning Lessons We Can Learn from Encanto Not only is Disney’s animated film Encanto hugely entertaining, it also contains some valuable estate planning lessons: Why leaving a family legacy is important and how it can have an impact beyond your immediate family; How multigenerational planning can benefit future generations; Why treating each beneficiary as…
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Most Americans strive to earn a decent-sized paycheck to support themselves and their families when they go to work. Stay-at-home parents, however, work to provide valuable non financial contributions to their families everyday. They make sure that the home runs smoothly and that their family members have what they need to be successful and happy.…
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Questions First Responders Must Consider to Best Protect Their Loved Ones Thank you for all that you do for us. We understand that being the first one on the scene can come with many different risks. We are dedicated to protecting you and your loved ones from the different types of emergencies that may…
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