Estate Planning

Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.

Learn more about estate planning from our financial advisors below.

February 16, 2019

/ Presented By

/ Edited By

A revocable living trust is a legal device that can help protect assets. Revocable living trusts are promoted as an alternative to probate. They can be used to manage your. . .
February 13, 2019

/ Presented By

/ Edited By

Most people who choose to prepare advance directives do so to remove any doubt of their wishes in the event of a situation where they may be deemed unable to. . .
February 13, 2019

/ Presented By

/ Edited By

Estate Planning is the way to ensure that your assets and property are dealt with in the manner that you choose, even after your death. Along with a will, living. . .
January 31, 2019

/ Presented By

/ Edited By

Joint ownership can be helpful as well as hurtful Joint Ownership: Does it make sense for you? Joint ownership of assets is a way for two or more people to. . .

January 23, 2019

/ Presented By

/ Edited By

Learn How to Better Run Your Business with These Tips What is one of the top least favorite activities for small business owners? If you guessed litigation, then you would. . .

January 23, 2019

/ Presented By

/ Edited By

Use the Grant Process to Help Your Small Business For many enterprising individuals thinking of starting a small business, but lacking the financial support, small business grants look, at first. . .

January 16, 2019

/ Presented By

/ Edited By

To Roth or not to Roth, that is the question Most people are very well aware of the benefits of building a retirement nest egg using a Roth IRA. One. . .

January 16, 2019

/ Presented By

/ Edited By

What was meant as the savior of the uninsured and those who cannot afford health insurance, ACA, is in trouble. The trouble is not finding folks who need and want. . .

January 9, 2019

/ Presented By

/ Edited By

Life after the memorial: 9 things every widow MUST do in order to protect her financial well-being Losing a spouse is difficult at any age, but it is particularly devastating. . .

December 16, 2018

/ Presented By

/ Edited By

What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.

Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

Protect Your Retirement

Our 20th edition of The Safe Money Guide, the standard of the industry.

Guaranteed Income
For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Recent Posts

Archives