Financial Resources for End-of-life Planning
When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.
Investment Accounts
Learn how to pre-plan how your financial investments are distributed when you die.
Banking and Assets
What happens to your bank accounts and credit cards when you pass? Here’s what you need to know.
Back to Planning Center
Related Posts
What Would You Need If Disaster Struck Tomorrow?
What if a fire, flood, hurricane, tornado, or other emergency destroys not only your home, but also the records and information you rely on every day? The reality is that no one is safe from a natural disaster. And recovering from a flood or fire often requires far more than replacing your possessions. It requires access to the details of your life.
You May Not Be Targeted Most – But You Could Lose the Most
Scams are everywhere. And while adults age 60 and older are frequently targeted, you may be surprised to learn that they are not the age group most likely to experience scams. Still, when older adults are affected, the financial impact is often significantly higher - making awareness especially important.
Why Most Goals Fail – Move from Intention to Execution
At the start of every new year, many of us set goals or make resolutions. But a few weeks in, reality tends to set in. So we are now mid-February…How are those goals going? Most people make solid progress at first, until work, family, and everyday life start competing for attention. For many, motivation fades by early February. If that’s happened to you, you’re not alone. Historically, fewer than 10% of people fully follow through on New Year’s resolutions. The good news is that you don’t need a new year, a Monday, or a milestone birthday to make a change. Progress can start any day!
Accessing Technology Devices in an Emergency: What You Need to Know
If you’re like most people today, your smartphone, tablet, or laptop is likely protected by multiple layers of security — from passcodes and fingerprint scans to facial recognition or even two-step verification. That’s great for keeping your information safe, but it also creates a major challenge if something unexpected happens and someone else needs to access your devices.