Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests


One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an important estate planning tool, but without certain protections in place, there’s no guarantee that your […]

2017-07-18T18:02:38+00:00July 11th, 2017|Estate Planning, Incapacity Planning|0 Comments

What To Do When a Disability Throws Your Estate Plan A Curve Ball


Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency. A car accident, sudden illness, workplace injury or chronic medical condition can force you to re-evaluate the core assumptions you used to plan your future and set up your legacy.

According to a 2015 report published by the Centers for Disease Control and […]

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