Category: Estate Planning

People and Papers When Creating An Estate Plan To develop a comprehensive plan, you will need certain key documents and the guidance of a professional team. The advisors you choose and the documents you require…

Estate planning is the process of managing and preserving your assets while you’re alive, and conserving and controlling their distribution after your death. There are four key estate planning documents most everyone should have, regardless…

Whether you’re a veteran or just starting out in the military, planning and preparing your estate is of vital importance. Why is estate planning so critical? Because, at your death, you leave behind the people…

An annuity is an insurance contract that offers an income stream in return for one or more premium payments. Income payments continue for the duration of the contract, which may be for life or a…

Being named as the executor of a friend’s or family member’s estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted…