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Beneficiary Insurance

Beneficiaries: Avoid These Mistakes

Beneficiaries are common designations in retirement accounts, wills, and trusts so it is likely that you have one. If an owner of a financial product or vehicle passes away, the proceeds of the product or vehicle go to the beneficiary…

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Senior Adult Couple Going Over Documents in Their Home with lawter

4 Essential Aspects of Estate Planning You Need to Know

When it comes to estate planning, older Americans are typically more prepared than their younger counterparts. However, according to survey data,19 percent of people over the age 72 and 42 percent of those between 53 and 71, have an established…

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