Death notification checklist
February 28, 2023
As one of the most difficult tasks a law enforcement officer or a medical professional can perform, delivering death notifications to families is an essential
Category: Financial Planning
Estate Planning Checklist – Items to Consider
February 17, 2023
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
Can an Executor Override a Beneficiary?
February 16, 2023
An Executor may override a beneficiary under certain circumstances
Estate Planning for Blended Families with Stepchildren
February 16, 2023
Estate planning is an essential aspect of financial planning, especially for blended families. Blended families are becoming increasingly common, with a high number of remarriages
Estate Planning for Divorced Parents Protecting Your Children’s Future
February 3, 2023
Divorce can be a difficult and emotional experience, especially when children are involved. However, it is important for divorced parents to consider their children’s future
Estate Planning for Digital Currency – A Guide for Investors
February 3, 2023
Digital currencies, also known as cryptocurrencies, have become increasingly popular over the past few years, and for many investors, these assets have become an integral
Digital Executors Definition, Duties & How to Choose One
January 31, 2023
Introduction In the digital age, our online presence is becoming increasingly important. With the rise of social media, online banking, and cloud storage, we have
Estate Planning for Couples Without Children
January 20, 2023
Estate planning is an important aspect of personal finance that helps individuals protect their choices and their assets and ensure that their wishes are carried
Money Topics Parents Should Discuss with their Children
December 17, 2022
One of the most important talks parents must have with their children is about money to help prepare them for their financial future. Estate planning
Co-Executor of a Will or Estate: Duties, Pros and Cons
December 14, 2022
Discover the role and responsibilities of a Co-Executor, including the Pros and Cons of Co-Executorship, Duties, and Legal Requirements for Estate Executors.