Category: Estate Planning

Creating a will is a crucial step in ensuring your legacy and providing peace of mind for you and your loved ones. From detailing assets to naming beneficiaries and guardians, here’s a comprehensive guide to help you navigate the essential considerations for making a will. Dive in to learn how you can secure your future and make informed decisions about your estate planning.

Imagine if creating or updating your will was as easy as checking your bank account balance or making a purchase online. By embedding online will services into everyday financial transactions, such as banking, investment, or insurance transactions, individuals can seamlessly access and manage their estate planning needs.

Discover why homeowners, newlyweds, parents, pet owners, and those experiencing life changes urgently need a will. Secure your future now.

Here are five compelling reasons why NOW is the best time to create a will:

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.

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.

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.

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.

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.

If we truly want to promote financial products to everyone, it’s time to remove the name estate from the term “estate planning.”