If You Have Been Asked To Serve As a Trustee, Here is What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it is a big...
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Blog
raina58
- Mar 20
- 7 min
Why Putting Your Family Home in a Trust is a Smart Move —Part 2
In part one, we explained how revocable living trusts and irrevocable trusts work. We also discussed the process of transferring the...
raina58
- Mar 13
- 5 min
Why Putting Your Family Home in a Trust is a Smart Move—Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...
raina58
- Mar 6
- 8 min
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
raina58
- Feb 27
- 5 min
7 Issues To Consider When Purchasing Disability Insurance
If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...
raina58
- Feb 20
- 5 min
What You Should Know About Long-Term Care Insurance
With people living longer than ever before, an increasing number of seniors require long-term healthcare services in nursing homes and...
raina58
- Feb 13
- 5 min
The Importance of Life Insurance in Building a Solid Financial Foundation
When I think of life insurance, I think of it as one of the most important aspects of my financial life. If something were to happen to...
raina58
- Feb 6
- 6 min
What You Need to Know About Collecting Life Insurance Proceeds
If you are looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
raina58
- Jan 30
- 4 min
Does Your Family Need Umbrella Insurance?
In today’s highly litigious society, you are at near-constant risk for costly lawsuits—even if you have done nothing wrong. This is...
raina58
- Jan 23
- 6 min
Purchasing Life Insurance for your Family: What You Need To Know
Life insurance is a key component of your family’s estate plan. It offers those who depend on you for their financial security a safety...
raina58
- Jan 16
- 5 min
4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super-wealthy need to worry about asset protection planning. But the truth is that if you do not have...
raina58
- Jan 9
- 4 min
Estate Planning During an Emergency
Estate planning is generally a deliberate and well-thought-out process that is carried out throughout the life of the person doing the...
raina58
- Jan 2
- 5 min
2023 Estate Planning Checkup: Is Your Estate Plan Up-to-Date?
Estate planning is not a one-and-done type of deal. Your plan should continuously evolve along with your life circumstances and other...
raina58
- Dec 26, 2022
- 4 min
4 Tips For Discussing Estate Planning With Your Family This Holiday Season
As we head into the peak of the holiday season, you are likely spending more time than usual surrounded by your family and friends. It is...
raina58
- Dec 19, 2022
- 7 min
4 REASONS WHY ESTATE PLANNING IS SO ESSENTIAL FOR BUSINESS OWNERS
If you are running a business, it is easy to push estate planning to the latter end of the ever-growing priority list. After all, if next...
raina58
- Dec 12, 2022
- 6 min
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it is a fact that a...
raina58
- Dec 9, 2022
- 5 min
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
raina58
- Dec 9, 2022
- 5 min
HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY
You have most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even...
raina58
- Dec 9, 2022
- 6 min
How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
raina58
- Dec 9, 2022
- 4 min
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
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