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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.

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How and Where to Store Important Paperwork

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

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Passwords: Where to Keep Them

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

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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.

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Liquidating Assets: What You Need to Know

One of the biggest advantages of liquidating assets is being able to pay off debt. By converting assets into cash, the executor can help pay off any debts owed.

What is a power of attorney?

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.

Living Will & POA Papers

The 9 Steps to Take Immediately After Someone Dies

The death of someone close to you is a traumatic experience. However, the reality is that the world unfortunately keeps moving. Here are the nine things you’ll need...

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How to Cope with Grief

The loss of a loved one is heartbreaking, however it is important to learn how to cope with your grief.