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4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire...

4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings strategies. By taking action now, you can significantly reduce your tax bill due in April, but with just a few weeks left in 2022, you...

How To Manage Your Digital Accounts After Your Death—Part 1

If you have preferences about what happens to your digital accounts after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn,...

How to Manage Your Digital Accounts After Your Death—Part 2

If you have preferences about what happens to your digital accounts and footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram,...