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Ballots to Beneficiaries: How Potential Presidential Policies Could Shape the Future of Your Estate Plan
Ready or not, we are entering another presidential election season. If you are like most Americans, the economy is top ...
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Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property
A vacation property can be one of the most valuable things you can pass down to your loved ones, from ...
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From Field to Heirloom: Strategies for Passing Down Sports Memorabilia in Your Estate Plan
You may have spent decades building up your sports memorabilia collection. Maybe you have some rare cards and autographed pictures ...
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Do You Have Enough Life Insurance?
About 90 million Americans depend on life insurance for financial protection and retirement security.[1] An almost equal number say that ...
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Who Should You Name as Beneficiary?
The proceeds from your life insurance policy can benefit your loved ones in many ways, from paying off your outstanding ...
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Creative Uses for Life Insurance
According to a new study from LIMRA and Life Happens, two nonprofit industry trade associations, a record-high number of American ...
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Lucille Ball: Dangers of Being the First to Die
Lucille Ball was the queen of television comedy to an older generation of Americans. Today, more than 70 years after ...
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Aretha Franklin: Too Much Estate Planning
Too little estate planning can put your heirs in a bind and tie up your estate in time-consuming and costly ...
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Gloria Vanderbilt: No Trust Fund Kids for Her
We are at the precipice of what is being called “The Greatest Wealth Transfer in History,” as baby boomers are ...
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Four Important Considerations If You Win the Lottery
On March 27, 2024, New Jersey state lottery officials announced the winning ticket of the largest lottery prize in the ...
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