Over half of Americans have a life insurance policy, either as an individual or through their workplace. Investing in life insurance can give you peace of mind and a sense of security, but it’s important to pay close attention to details when designating beneficiaries.
Your...
Spring is a time of renewal, energy, and optimism. It’s also tax season. When you take those facts together, it’s obvious why spring is the perfect time to clean up your financial situation. That includes closely examining your estate plan and updating it as needed.
If...
Take away the glitz and glamor of Hollywood, and celebrities are not unlike you. However, there are very few things that set celebrities apart from others, including the size of their estates. Celebrities often have much to protect, which is why estate planning is critical.
Many celebrities don’t take...
As the saying goes, Rome was not built in a day. Similarly, your wealth and assets likely did not appear overnight. It took years of hard work and smart investments for you to accumulate your property, and you understandably want yourself and your loved ones to enjoy the fruits of your labor.
A trust can be one of the most critical parts of an estate plan. There are several types of trusts to choose from. Each serves different purposes and helps you achieve your goals for the future.
Dynasty trusts are one common type. If you’re interested in determining whether...
When drafting an estate plan, most people will elect to leave their hard earned assets to their spouse and children. At times, however, a person may choose to leave a certain family member out of their estate plan. A parent...
