Estate Planning as an Employee Benefit
June 19, 2023
Estate Planning can be a cherished employee benefit
Category: Articles
Key Considerations for Estate Planning in 2024: Protecting Your Assets, Loved Ones, and Legacy
April 3, 2023
Estate planning is the process of creating a plan for the protection of your choices and assets during your lifetime and the distribution of your
Do Bank Account Beneficiaries Override a Will
March 23, 2023
A will is a legal document that specifies how a person’s assets will be distributed after their death. However, many people believe that the beneficiaries
Estate Planning for Cryptocurrency
March 20, 2023
As more and more people invest in cryptocurrencies, it becomes increasingly important to consider what will happen to those digital assets in the event of
Creating a Will: A Guide for Beginners
March 17, 2023
A will is a legal document that outlines how you would like your assets and property to be distributed after you pass away. Creating a
End-of-Life Planning Documents
March 15, 2023
End-of-life planning documents are crucial tools that allow individuals to make informed decisions about their medical care and end-of-life wishes. These documents are designed to
Estate Accounts-What You Need to Know
March 10, 2023
Estate accounts are financial documents that provide detailed information about the assets, liabilities, and transactions of a deceased person’s estate. They are an essential part
Death notification checklist
February 28, 2023
As one of the most difficult tasks a law enforcement officer or a medical professional can perform, delivering death notifications to families is an essential
Estate Planning and Divorce Checklist
February 27, 2023
Estate planning after a divorce can be a challenging and emotional process. Divorce is a major life change that can have a significant impact on
Estate Planning Checklist – Items to Consider
February 17, 2023
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed