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Estate Planning (Page 5 of 9)

3 Legal Documents That No Aging American Should Be Without

Adult children of elderly parents need to be sure that their parents have these three legal documents in place.

power of attorney, medical power of attorney, and living will legal documents

How to Track Down an Unclaimed Life Insurance Policy

Lost or forgotten life insurance policies are very common. While there isn’t a national databse for tracking down these policies, there are resources that can help your search!

life insurance on a computer screen

Protecting Your Pets After You’re Gone

Every year, approximately 500,000 cats and dogs enter shelters when their pet parents experience an emergency or pass away. Without a proper plan in place for the future care of your pets, they are at risk of ending up in a shelter where they could be euthanized.

emotional support paws

Do You Need Life Insurance After You Retire?

While many retirees choose to stop paying their life insurance premiums when they no longer have young families to take care of, there are several reasons you may still want to keep your policy. Here are some different factors to help you decide.

what do you need to know?

67% of Adults in the US Have No Will – What Happens if You Die Without a Will?

What’s the cost of dying without a will? As it turns out – a lot.

illustration of inheritance trouble

Do ALL Assets Go Through Probate?

If you’re confused about which assets need to go through probate, have no fear! Here’s everything you need to know.


How to Create an Online Will – A Step-by-Step Guide for Seniors and Retirees

With the convenience and affordability of online tools, preparing your will has never been simpler.

let's get started online

The Ultimate Guide to Estate Taxes for Seniors in 2023

If you want to learn more about estate taxes, you’re in the right place. Here’s everything you need to know.

money house

How to Plan a Green Funeral

Green funeral options are becoming increasingly popular in the United States as more and more Americans are looking for environmentally friendly alternatives to traditional funerals. Here’s what you should know.

heart memorial

What is an Irrevocable Trust?

Establishing an irrevocable trust can provide a great deal of peace of mind for those who are looking to protect their wealth and plan for the future. While it may require some upfront sacrifice, the benefits of this type of trust can include enhanced financial security and long-term protection of assets.

Irrevocable Trust

Free Senior Resources

Ultimate Guide to Retirement Communities

The Ultimate Guide to Retirement Communities

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5 Health conditions e-book cover

5 Health Conditions That Affect Baby Boomers and 5 Ways to Avoid Them

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ultimate estate planning checklist and guide

Ultimate Estate Planning Checklist & Guide

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Guide to Adult Day Care

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