Estate Planning

How to Choose an Executor

Part of the estate planning process is choosing a responsible estate executor, someone who will look after the interests of your estate

A Note on Life Insurance Buy-Backs

For some life insurance carriers, there is a life insurance buy-back option, which may make sense for some individuals or families.

How and Where to Store Important Paperwork

Making sure that important documents are safely stored and easily accessible to your executor are crucial steps...

How Prepaying for your Funeral Arrangements Can Save you Thousands

By using a service like ours to pre-pay, you can provide peace of mind and reduce the financial burden to your family.

Passwords: Where to Keep Them

Protected access to your online account passwords is vital for a smooth estate settlement process.

What is a Digital Vault?

Digital vaults give you a convenient single point of reference so you can easily find and access all of your digital assets.

The Facts About Joint Accounts

Having a joint account is also relevant to estate planning. If one partner dies, the other won't be left without access to money, as the money will...

What Is a Power of Attorney?

A power of attorney is a legal estate planning document that grants another person the power to take action on your behalf.