Nov 27, 2023 | Estate Planning, Insurance, Newlyweds
Here are 3 essential estate planning tools you need to put in place right now, with more to come. 01 | Updated Beneficiary Designations Some of your most valuable assets, such as life insurance policies, 401(k)s, and IRAs, don’t transfer via a will or trust. Instead,...
Nov 20, 2023 | Insurance, Small Business
Business interruption insurance, also known as business income insurance, is like a safety net for you and your business. It’s an insurance policy that provides financial support when your business operations are disrupted due to unforeseen circumstances, such...
Nov 20, 2023 | Estate Planning, Insurance, Intellectual Property
While you might think that identifying, protecting, and valuing your intellectual property is something that only applies to big companies and famous artists, that’s definitely not the case. Your intellectual property has sentimental value to your family and may have...
Nov 13, 2023 | Estate Planning, Family, Insurance
In this week’s article, we’re sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. 03 | PERSONALIZED PHISHING EMAILS Imagine opening your inbox to an urgent email from a seemingly legitimate source – perhaps your bank,...
Nov 6, 2023 | Estate Planning, Family, Insurance
In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shedding light on their tactics and providing you with practical steps to shield your parents from potential harm. 01 | THE GRANDPARENT SCAM In the new...
Oct 30, 2023 | Estate Planning, Insurance
Here are the reasons why estate planning for your family demands a heart-centered, counseling-oriented approach and guidance beyond the scope of your group legal insurance coverage. We’ll help you understand the potential pitfalls of using group legal insurance for...
