What you need to consider about new longevity numbers: Most people in the Baby Boomer generation are already confronting the possibility that they could live longer than they expected. This can raise a lot of questions about what it means to truly plan for your future, and whether or not you have enough assets set… Read More »
Monthly Archives: October 2018
Is Your Estate Like the Rich and Famous?
Far too many people put off estate planning because they assume that it only affects those who have a significant amount of assets or confusing issues that must be dealt with in the estate planning process. Plenty of different news stories have articulated the challenges that celebrities face in the estate planning process, but… Read More »
Should My Life Insurance Proceeds Be Payable to An Estate?
One of the most important things to be mindful of in planning for your estate is how you list beneficiaries on assets that will pass outside of a traditional will. One such example is from your life insurance policy. You likely purchase your life insurance policy as a way to protect your loved ones if… Read More »
Women Must Plan for Their Own Retirement and Possibility of Widowhood
You might not assume that there is a future without your current spouse, but this is a major retirement and estate planning mistake and one that could put you in a very difficult situation, years into the future. When you fail to plan for the possibility of becoming a widow or widower, difficult financial and… Read More »