Category Archives: Financial

Ensure your retirement savings, investments, and other bank accounts are distributed how you wish after you pass.

11 End-of-life Planning Mistakes To Avoid

End-of-life Planning Mistakes

In a perfect world, your end of end-of-life plan will account for everything. Every “i” dotted and every “t” crossed. In reality though, mistakes happen, and it’s often the small stuff that causes the most problems. And these mistakes can wreak havoc on your loved ones! So we’ve compiled a list of the most common and not-so-common pitfalls to avoid.

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What is an Estate and Do You Need Estate Planning?

Estate planning

For many, the word “estate” conjures up thoughts of a sprawling mansion. In reality, it doesn’t matter if you own a mansion or a mobile home. Estate planning is simply a fancy name for a plan to make sure that your property and health care wishes are carried out when you die.

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