Tag Archives: Estate Planning

Do retirees need life insurance?

As we get older, our insurance needs change as our dependents grow up, and we take care of our debts. As you enter a new phase in your life you may have new goals and priorities. Consider coverage to take … Read More »

June 14th, 2011 | Posted in Estate Planning, Insurance, Investments, Retirement Planning | Tagged , , , | Leave a comment

How to Minimize Costs with Probate Planning

First of all, what is probate other than a term mentioned in relation to wills and estate planning? It’s the process of authenticating your will to establish it as valid – it is the final version of your will. Probate … Read More »

June 7th, 2011 | Posted in Estate Planning | Tagged , , | Leave a comment

What are the responsibilities of an executor?

If you have been chosen as an executor for a family member or friend, you may be wondering what this will involve. As an executor, you can expect your duties will typically span up to a year. On occasion, the … Read More »

March 29th, 2011 | Posted in Estate Planning, General, Investments | Tagged , , , | Leave a comment

How to choose the right amount of life insurance

By Matthew Anthony, B.A., CFP If you are looking at your insurance needs for the first time or are reviewing the plans you already have in place, there is one important question you must ask: How do I know I … Read More »

March 10th, 2011 | Posted in Estate Planning, Insurance, Investments, Retirement Planning | Tagged , , | Leave a comment