Many of us have a plan in place for the future. Perhaps you have a savings plan for a future vacation. You may have retirement savings. Writing your will may have let you look prepare for a more distant future, providing for your loved ones, ensuring that your...
Estate Planning
Estate planning tips for new parents
The baby room is ready for your new little bundle of joy. You have a stockpile of diapers, formula and cute outfits, and, of course, you have plenty of love to offer your newborn. Did you forget about estate planning? It is never too early to start preparing for the...
Should your clients create an estate plan?
As a life insurance agent or finance professional, you speak with your clients about very sensitive matters. In today’s society, people are often reluctant to speak about personal finances even with close family members. Young and middle-aged people tend to avoid the...
5 critical tools you should have in your estate plan
Estate planning can be a difficult topic of conversation. People don't necessarily like to think about what happens when they pass away or the possibility of being incapacitated. As such, people might delay or decide against estate planning, which can be a big...