Category Archives for "Estate Planning"

May 13

3 Warning Signs of a Financial Scam

By Michelle Koufman

Nobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is especially true in today’s all-digital world, where practically every shred of data related to your personal and financial background can be found online.  While no one is forcing you to […]

Read Now >>>
May 06

The Real Cost To Your Family: Not Planning For Incapacity

By Michelle Koufman

​When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. And these people aren’t wrong.  Indeed, putting strategies in place to protect and pass on your wealth and other assets is a fundamental part of the planning equation. However, providing for […]

Read Now >>>
Apr 08

6 Questions to Consider When Selecting Beneficiaries For Your Life Insurance Policy—Part 2

By Michelle Koufman

Selecting a beneficiary for your life insurance policy sounds pretty straightforward. But given all of the options available and the potential for unforeseen problems, it can be a more complicated decision than you might imagine. For instance, when purchasing a life insurance policy, your primary goal is most likely to make the named beneficiary’s life better […]

Read Now >>>
1 2 3 15