Wills and estate planning
How to notify the Social Security Administration of a death
Upon the death of a loved one, there's always a lot on your mind. Unfortunately, part of that process involves technicalities that go beyond grieving and focus on paperwork.
What to do when a parent dies and you are the executor
The days, weeks, months and even years after the death of a parent can be challenging, especially if your parent passed suddenly and you didn't have much time to prepare.
Estate planning basics
Estate planning isn’t just about “maximizing the tax-free transfer of wealth,” it’s about protecting your family and the future you hope to help them build.
Estate planning basics: Leaving a gift of charity after you're gone
Learn about the different ways you can leave a meaningful gift to a charity or other non-profit organization in your last will and testament, ensuring their good work will continue long after you're gone.
What is a life insurance trust or ILIT trust?
Life insurance is one of the most important long-term financial planning tools you can consider.
Social Security widows benefits
Social Security can be a significant source of retirement income for many Americans and is calculated from what they earn when they are still working.
3 ways to utilize your life insurance policy for terminal illness
If you or someone you love is facing a terminal illness or serious disability, the following are three things you may be able to do with your life insurance policy.