Life Insurance and Estate Planning

by Katie Brown | Sep 12, 2024 | General, Insurance

Life Insurance and Estate Planning Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of many estate plans. You can use it to leave much-needed...

Facing the Possibility of Incapacity

by Katie Brown | Jun 27, 2024 | General, Insurance, Retirement

Facing the Possibility of Incapacity Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcohol or...

Trust Basics

by Katie Brown | Jun 21, 2024 | General, Retirement

Trust Basics Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts...

Asset Protection in Estate Planning

by Katie Brown | Jun 14, 2024 | General, Retirement

Asset Protection in Estate Planning You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property...

Estate Planning: An Introduction

by Katie Brown | Jun 7, 2024 | General, Retirement

Estate Planning: An Introduction By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what...