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What Does Aging Well Look Like to You?September is Healthy Aging Month, a good time to think about what it really means to age well.
5 Estate Planning Conversations to Have With Your Parents While Everyone Is HealthyTalking to your parents about estate planning can feel a little awkward. No one particularly wants to sit down over Sunday lunch and ask, “So, what happens when you die?”
What Happens to Your House When You Die?For many Americans, a home is the most valuable asset they own. It may also be the asset with the most emotional weight attached to it. It’s where your family has gathered for decades, where your children grew up, the accomplishment you’re proud to finally have paid off.
Funeral Planning Made Simple: 3 Steps to Get StartedYou created an estate plan because you care about what happens to the people you love.
Your Child Is 18 and Heading to College. Can You Still Help in an Emergency?The dorm supplies are purchased. The tuition bill is paid. The meal plan is chosen. You've talked about classes, roommates, staying safe, and maybe even how often they're expected to call home.
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.