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My Money – Estate Planning

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What Is a Revocable Living Trust?

February 12, 2021

A revocable living trust, or simply a  living trust, is legal entity created to hold ownership of assets generally used … Continued

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Who Should be Named in a Will?

January 14, 2021

We know that creating a will can be confusing and maybe even a little overwhelming. But having one in place … Continued

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6 Essential Estate Planning Documents

December 16, 2020

Figuring out what would happen to your loved ones if something happened to you may seem stressful and time-consuming. But … Continued

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Is the Life Insurance I Have Through Work Enough?

June 22, 2020

Get a Life Insurance Quote   What is group life insurance? If you have life insurance through your job, that’s … Continued

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6 Ways to Prevent Identity Theft When Shopping Online

April 27, 2020

Retailers do whatever they can to attract online shoppers—free shipping, easy returns, coupons and bargains on things for your favorite … Continued

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Insuring Valuables in Your Home

October 17, 2019

These days, many American households include a mix of generations and that means a mix of possessions and valuables. If … Continued

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How to Buy Life Insurance: A Guide

October 1, 2017

Purchasing life insurance is often a good decision. It protects your family financially when the unthinkable happens. Peace of mind … Continued

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Solve the Insurance Mystery and Understand the Basics of Your Insurance Policy [Infographic]

September 30, 2013

Can you solve the case on a TV detective show faster than cracking the code of your insurance policy? You’re not alone. Based on a Nationwide Insurance survey, 57% of consumers know more about prime-time TV shows than their insurance policy.

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Should You Give the Gift of UGMA or UTMA?

March 22, 2013

Here’s what grandparents should know before giving college money to their heirs. If you’re a grandparent, you know how hard … Continued

How Your Home Can Help You Save on Taxes

November 14, 2011

Speak with your tax preparer to find out which of these changes are best for you. Given the state of … Continued

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