Tag Archives: personal assets

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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Etiquette Tips Can Save Your Loved Ones Money

death etiquette

Beneficiaries miss out on life insurance benefits all too often.  The odds that you’re owed money from a lost, forgotten or unknown policy are about one in 600.  
Besides life insurance, there may be other assets a deceased person might have that family members may be totally unaware of.  Without an organized list, your loved ones and beneficiaries may be missing out.

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Do You Know What To Save?

keep or shred

In a recent report we touched on the importance of keeping certain financial documents.

Today, we are taking a deeper dive into what you should keep and for how long. We’ll also give you suggestions on where to store documents, and when they are no longer needed, how to get rid of them.

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