My Money – Estate Planning

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Estate Planning

Fundamentals of Estate Planning

Key Takeaways: Estate planning can be difficult to talk about—a 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans...

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Estate Planning

What Is a Revocable Living Trust?

A revocable living trust, or simply a  living trust, is legal entity created to hold ownership of assets generally used to determine how their assets will be handled after they...

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Estate Planning

Who Should be Named in a Will?

We know that creating a will can be confusing and maybe even a little overwhelming. But having one in place is the only way to ensure that your wishes will...

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Estate Planning

6 Essential Estate Planning Documents

Figuring out what would happen to your loved ones if something happened to you may seem stressful and time-consuming. But if you want a say in who gets what —...

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Estate Planning

Is the Life Insurance I Have Through Work Enough?

Get a Life Insurance Quote   What is group life insurance? If you have life insurance through your job, that’s technically called “group life insurance.” It’s offered to employees as...

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Estate Planning

6 Ways to Prevent Identity Theft When Shopping Online

Retailers do whatever they can to attract online shoppers—free shipping, easy returns, coupons and bargains on things for your favorite foodie or your animal lover. Online shopping days like Cyber...

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