Log inEstate and Tax Planning
How to Create an Advance Directive: Dos and Don’ts
3/10/2025 12:00:00 AM 4 minute
An advance directive lets you choose your own medical care. Use this guide to get it right.
How to Create an Advance Directive: Dos and Don’ts
3/10/2025 12:00:00 AM 4 minute
An advance directive lets you choose your own medical care. Use this guide to get it right.
Why Do You Need a Will?
2/28/2025 12:00:00 AM 3 minute
In addition to protecting your family, here are some other good reasons to finally make a will.
Understanding How Annuities are Taxed
2/3/2025 12:00:00 AM 2 minute
Getting tax advantages is a major reason for choosing an annuity, which is often used to fund retirement plans. Read more on how annuity taxation can impact you.
Understanding Life Insurance: Find Out What You Need
1/23/2025 12:00:00 AM 3 minute
We break down life insurance so you don't have to. Find out what you need to know about life insurance and what coverage options are available to you.
How to Avoid IRS Tax Scams
1/13/2025 12:00:00 AM 3 minute
Tax fraud is rampant, with scammers trying to steal your information and money. Here’s how to avoid IRS phone and mail scams, and what to watch for.
How Do You Choose an Executor of an Estate?
12/16/2024 12:00:00 AM 3 minute
Your executor will administer your estate, implement your action plan and act as the voice of your estate. Read more on how to choose an executor of an estate.
Creating a Trust for Your Estate Plan? What to Tell Your Insurance Agent
12/13/2024 12:00:00 AM 1 minute
Life insurance can be a key part of your estate plan, ensuring your heirs are financially secure and your taxes are as low as possible. Learn how your agent can help.
The Grandparent’s Guide to Gifting Money to Grandchildren
11/27/2024 12:00:00 AM 2 minute
If you are planning on gifting money to your grandchildren this season, there are ways your gift can keep on giving. Consider these ideas in the upcoming holiday season.
Making a Will: What You Need to Know
10/31/2024 12:00:00 AM 4 minute
Setting up a will is an important part of succession planning to ensure that your legacy is established. Read our tips on the things to consider when making a will.
What Is Generational Wealth and How Can I Build It?
10/3/2024 12:00:00 AM 3 minute
Building generational wealth ensures your financial legacy. Learn more about what generational wealth is, creating generational wealth and how to pass it on.