Irrevocable Life Insurance Trusts (ILIT) Explained
In this post, learn how trusts work and why an irrevocable life insurance trust, in particular, is beneficial for estate planning.
Financial Advice
We know planning for the future can be complex, that’s why we have a variety of articles with financial advice, including estate planning, retirement planning, and personal finance.
5 Types of Power of Attorney: What They Are and When to Use Them
What are your health care wishes? Have you written them down? Have you appointed anyone to make your medical decisions if you are unable? Here we explain what a healthcare power of attorney is and the importance of having one.
Preparing for Retirement: 11 Steps to Secure Your Future
This guide will help you make retirement goals and set yourself on the right path to meet them.
Collateral Assignment of Life Insurance
In this post, we explore how collateral assignments work, why they’re used, and the pros and cons of using life insurance as collateral.
Understanding What Happens in Probate Court
In this post, we explain what happens in probate court and ways you can avoid it.
What Happens to My Digital Assets When I Die?
In this post, we explain what happens to your digital assets when you die and what you can do now to protect your identity.
7 Benefits of a 529 Plan for College Expenses
If you plan on paying for your children’s education, we recommend a 529 plan as a great way to start saving. Let’s go over what a 529 plan is and how it helps you save money.
The Guide to Infinite Banking: How It Works & Who It’s For
In this post, we discuss infinite banking. Learn how it works, if it’s right for you, and alternatives.
Your Estate Planning Checklist & Next Steps
No matter how much money you have in the bank, estate planning is important. Here we make seven basic suggestions to get you on track to managing your financial future.
What Happens to My Debt When I Die?
What happens to your debts after your death? It often becomes your heirs’ responsibility. In this post, we explain how life insurance can financially protect your loved ones from debt you leave behind.
15 Essential Financial Questions to Ask Before Marriage
Getting married? Here are the important finance questions you should ask your partner before the big day.
Social Security 101: Understanding the Basics
It’s never too soon to start planning for retirement. Social Security benefits make up a large portion of your retirement income. Here we explain how Social Security works and how life insurance may come into play.
What Is a Community-Property State? How Does It Impact Your Assets?
In the U.S. there are nine community property states. Here we briefly discuss how community property laws affect a couple’s finances.
The Difference Between a Will and a Trust
In this post, we explain the differences between wills and trusts and when you need one.
10 Questions to Ask About Benefits Before Accepting a New Job
In this guide, learn what questions to ask a job interviewer and human resources department regarding job benefits.