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Wills, Trusts, Estate Planning Made Easy

Wills, Trusts, Estate Planning Made Easy

As a professional getting closer to retirement, creating a will, trust, and estate plan might feel increasingly urgent. But where do you begin? And who has the time? It might feel overwhelming to create and collect documents with all the different professionals required to protect your estate, including financial planners, lawyers, and insurance agents. Then the question becomes, “How do I keep them secure, organized, and up-to-date?” It can be difficult to stop and put the energy into estate planning when it doesn’t feel as urgent as your day-to-day life. It is, however, a long-term necessity. 

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Legacy Planning Checklist for Advisors & Insurance Agents

We recently discussed how COVID -19 has shifted focus toward legacy planning ventures for many individuals. From business owners to families, people have started taking estate planning much more seriously. We made a checklist for individuals [h1] that included the number of actionable tips to enact as soon as possible, and we are going to do the same here for insurance agents.

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Life Insurance Vs Health Insurance – What to Invest In?

In 2020, 54% of Americans owned life insurance while 91.5% of Americans owned a health insurance plan. Despite the large gap in ownership percentages, unfortunately both terms; health and life insurance, are often used interchangeably. This is a grave error that people make; one that can have direct impacts on their financial planning and ultimately, their health.

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    Recent Posts

    Wills, Trusts, Estate Planning Made Easy

    Wills, Trusts, Estate Planning Made Easy

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    Revealed: How to Generate More Referrals for Your Agency with Asset Protection

    Revealed: How to Generate More Referrals for Your Agency with Asset Protection

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    Securing Your Assets – Digital Vaults Vs. Physical Documents

    Securing Your Assets – Digital Vaults Vs. Physical Documents

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