‘Tis the season (of giving) – use an online will to direct your legacy!
70% of Americans don’t have an updated will (that’s a lot of people)! And as we near the end of 2023, this marks a good time to set a resolution to get your financial plans in order.
Three Key Questions to Ask Before Completing a Will
Both wills and beneficiary designations are integral parts of an estate plan. It doesn’t matter if you have $50,000 of property and assets or $5 million, understanding the difference between these “pass-along” vehicles is important.
Addressing the Estate Planning Needs of Under-Willed Hispanic Households
A legacy is important to just about everyone, but especially so in Hispanic households.
How Nonprofits Can Drive More Planned Gifts with Online Wills
How Nonprofits Can Drive More Planned Gifts with Online Wills
Avoid a Generational Mess: Part 2
This is Part Two of a series dedicated to providing clarity about the importance of creating, storing and sharing our end-of-life wishes regarding our property and assets.
Avoid a Generational Mess: Part 1
This is Part One of a series dedicated to providing clarity about the importance of creating, storing and sharing our end-of-life wishes regarding our property and assets.
LifeLegacy and Plannedgiving.com Partner and Launch LegacyPlanner For Nonprofits
Buying life insurance for the benefit of people and causes is gaining traction.
Credit Unions Adding Free Financial Education Tools to Attract Members
Buying life insurance for the benefit of people and causes is gaining traction.
Planned Giving in Difficult Economic Times
Buying life insurance for the benefit of people and causes is gaining traction.
Money (NOT Estate) Planning
If we truly want to promote financial products to everyone, it’s time to remove the name estate from the term “estate planning.”
