What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
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- May 20
- 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...
- Jan 25, 2021
- 4 min
What You Should Know About Long-Term Care Insurance
With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted...
- Oct 24, 2019
- 5 min
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse
Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by...
- Oct 22, 2019
- 5 min
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2
In the first part of this series, we discussed how some professional adult guardians have used their powers to abuse the seniors placed...
- Mar 8, 2019
- 4 min
Could an IRA Trust Benefit Your Family?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...