2014Feb
0

NAMING LIFE INSURANCE BENEFICIARIES: 8 WAYS TO SCREW UP

Naming who should get your life insurance money after you die sounds simple, but designating beneficiaries can get tricky.  Mistakes are common, and when made, they can be heartbreaking and expensive. When mistakes are made you’re not creating problems for you, you’re creating problems for the people you leave behind. HERE ARE EIGHT LIFE INSURANCE…

2013Jul
0

10 MOST COMMON ESTATE PLANNING MISTAKES

Estate planning seems so simple. It can be deceptive, though. Here are ten mistakes people commonly make that can cause chaos for your family later. These are not in any particular order of importance. Mistake #1: Believing Your Estate Is Too Small. Estate planning does not depend on how much you have. It is about…

2011Nov
0

I’M NOT RICH – DO I STILL NEED TO DO ESTATE PLANNING?

The simple answer for most people is typically “YES”, although the reasons may differ.  Below is a list (in no particular order) of reasons to do, or review your estate planning. _______________________________ 15 Most Common Reasons to Do (or Review) Your Estate Planning The desire to designate who will manage your affairs if you become…