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6 Questions to Consider When Selecting Beneficiaries For Your Life Insurance Policy—Part 2

Filed under Asset Protection, Estate Planning, Estate Planning Blog, Insurance | By

In the first part of this series, we discussed the first three of six questions you should ask yourself when … Read More

3 Questions to Consider When Selecting Beneficiaries for a Life Insurance Policy

Filed under Beneficiaries, Estate Planning, Estate Planning Blog, Insurance | By

Selecting a beneficiary for your life insurance policy sounds pretty straightforward. You’re just deciding who will receive the policy’s proceeds … Read More

Understand What’s At Stake Before Agreeing to Serve as Trustee

Filed under Education, Estate Planning, Estate Planning Blog, Trusts | By

Being asked by a family member or close friend to serve as trustee for their trust upon their death can … Read More