Wills and estate planning
Estate planning checklist
Estate planning is necessary no matter what stage of life you're in. Here are four things to consider when creating an estate plan: life insurance, a master document, a will, and a living trust.
Estate planning for singles
As a single person you may wonder if you should consider an estate plan. Estate planning offers great benefits such as determining where your money or property will go upon your death and who has control over these decisions.
Filing form 712
Filing tax forms with the federal government can be tricky. To ensure all taxes are in order when a life insurance policy is paid out, it is essential to understand IRS Federal Form 712. In this article, we'll cover what exactly form 712 is, and the who, where and how of filing it.
Final expense insurance: Is it right for you?
Final expense insurance can protect your family from the burden of funeral, burial and even medical expenses.
Gifting your life insurance policy to charity
Naming a charity as beneficiary of your life insurance is an ideal way to help out the causes you care about most and leave a financial legacy to ensure their good work continues.
Helpful estate planning tips for newlywed seniors
As a senior adult planning a trip down the aisle, it's important to understand the value of creating an estate plan that ultimately fulfills your wishes and obligations. Tips for estate planning for newlywed seniors.
How to create a living will
You can create a living will yourself with the proper form or you can use an estate planning attorney.