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.

Back to Planning Center

Related Posts

Financial Freedom
Are you financially responsible?

Whether you’re just starting out on your own, or you’ve been supporting yourself for some time, being, or becoming financially responsible can be a challenge.  So, here are 6 tips from successful financial advisors for becoming more financially responsible.

Long Term Care
Are you worried about Long Term Care? Here are some facts you should know.

Long term care can be one of the most expensive services you will ever encounter.  How much it costs is determined on the level and length (duration) of care that one needs.  Without a plan, individuals and families can be devastated financially after experiencing a Long Term Care event. 

Messy Kitchen
“Jonny, you’re so messy!”

If something were to happen to me and I were not here tomorrow, is everything neat and organized or will I leave a mess for someone else to deal with?

Is your info safe?
Don’t make this costly mistake!

Having worked in the insurance industry for 37 years, you tend to learn a thing or two about risk.  In my opinion for example, I know what insurances I need to protect me against the most catastrophic circumstances or events (like health insurance and disability insurance)  compared to those insurances that we must carry by … Continue reading Don’t make this costly mistake!