Posts tagged trust
How to Name Minor Children as Life Insurance Beneficiaries

Do you want to ensure your minor children receive your life insurance proceeds if you die while they are young? Not confident about what to put on that beneficiary designation form? Technically, you have five options to consider. But in reality, only three of them function in ways that make sense when thinking about what your children will need if you’ve died and they are still young.

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Estate Planning: How to Begin - 5 Tips

Starting a conversation with your loved ones (whether it be your parents, your partner, your siblings, your children, or others) about estate planning can feel overwhelming for many reasons. Here are five tips to help you begin.

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