Tag Archives: financial

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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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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