If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly what steps you need to take to access the insurance funds as quickly and easily as possible.

As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. Same gender couples can act right now to put in place a number of proactive estate planning measures to ensure their relationships have the maximum legal protections.

If you are single without kids, you face several potential estate planning complications that aren’t an issue for those who are married with children.

Estate planning isn’t just about protecting and passing on your financial wealth and other tangible assets when you die. When done right, estate planning supports you to pass down the most precious assets of all—your life stories, lessons, insights, and values.

If you don’t properly address family heirlooms and keepsakes in your estate plan, it can lead to long-lasting disagreements that can tear your family apart.

Before your graduating senior leaves home, have a conversation about estate planning and make sure they sign three important documents!

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress.

Estate planning is definitely not a one-size-fits-all endeavor. Even if you think your particular situation is simple, that turns out to almost never be the case. Let's take a look at part two of the 10 most common estate planning mistakes.

Estate planning is definitely not a one-size-fits-all endeavor. Even if you think your particular situation is simple, that turns out to almost never be the case. Let's take a look at 10 of the most common estate planning mistakes.

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge mistake, which can lead to dire consequences for everyone involved.