Category: Uncategorized

The Ins and Outs of Collecting Life Insurance Policy Proceeds

Unlike many estate assets, if you’re looking to collect the proceeds of a life insurance policy, the process is fairly simple, provided you’re named as the beneficiary. That said, following a loved one’s death, the whole world can feel like it’s falling apart, and it’s helpful to know exactly what steps need to be taken… Read more »

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2

Last week, we shared the first part of this series explaining the powers and duties that come with serving as trustee.   Following in part two, we discuss the rest of a trustee’s core responsibilities. Click here to see Part 1: Being asked to serve as trustee can be a huge honor—but it’s also a… Read more »

5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones and assets you leave behind.   I know from personal experience… Read more »