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It’s Make-A-Will Month. Here Are 8 Reasons Why You Need OneAugust is Make-A-Will Month. And guess what! If you don’t own a home, have kids, or have a lot of money - you still need a will. That’s right. One of the biggest misconceptions about estate planning is people don't think they have enough assets. In fact 40% of Americans believe they simply don’t make enough money to justify creating one.
Do You Know How Your Funeral Will Be Paid For?When people think about estate planning, they often think about what happens to their money, home, and belongings after they're gone. They create a will, name beneficiaries, or put together an advance healthcare directive to make things easier for their loved ones.
When Was the Last Time You Reviewed Your Beneficiary Designations?Most people think updating their estate plan means revising their will or trust.
Don't Let Facebook Decide For You: Why Your Digital Legacy Needs A PlanMost people have a will for their home, their savings, or their personal belongings.
The Great Wealth Transfer Is Coming - Here's How You Can PrepareThe Great Wealth Transfer Is Coming. Here's Why So Much Wealth Never Reaches The Next Generation.
The Responsible Daughter Is Carrying A $300,000 BurdenShe remembers the first time she realized the roles had changed.
EPIC Introduces “Benefits Beyond Medicare” Platform Featuring Estate Planning Through GoodTrustNew offering provides Medicare-aged consumers with seamless access to modern estate planning tools alongside life insurance solutions.
What Happens If You Become Incapacitated Without a Power of Attorney?Most people understand why they need a will. Fewer realize that a will only takes effect after death.
Why Life Insurance Isn’t a Substitute for an Estate PlanFor many Americans, buying life insurance feels like a major step toward protecting their family’s future. It’s one of the most common financial planning tools people put into place, often long before they create a will, trust, or healthcare directive.
Medicare Choice Group Partners with GoodTrust to Bring Estate Planning Into the Medicare JourneyNew collaboration integrates modern estate planning into Medicare education and enrollment, helping families make more confident decisions for what comes next.
A Strong Estate Plan Starts with Documents—But It Doesn’t End ThereWhen you think of estate planning, you probably think of wills and trusts, first. Maybe you also think of power of attorneys and medical directives. And that’s a great start, but thinking about your estate plan holistically, how all the pieces fit together to make the whole process as easy as possible for your family is the right next step. Whether you’re planning for the first time, already have documents in place, or helping your parents get organized, you can benefit from taking your estate plan beyond a stack of papers and into an organized system.
How Estate Planning Helps Financial Advisors Retain Clients Across GenerationsFor financial advisors, growth isn’t just about acquiring new clients—it’s about keeping them.