Month: September 2023
Protecting Your Business Endeavors
For many self-employed individuals, their business isn’t just work—it’s their livelihood. Protecting this vital asset is essential for both present success…
Safeguarding the Financial Future of the Self
Being self-employed offers freedom, but it also comes with unique challenges. One of these challenges is planning for a secure financial…
Types of Life Insurance and How They Can Be Used in Estate Planning
Hey there, folks! Let’s talk about life insurance–not the most thrilling topic, I know, but bear with me because it could be…
What You Should Know About Life Insurance
Well, folks, when it comes to taking care of your loved ones after you’ve shuffled off this blue marble we live on,…
Life Insurance and Estate Planning: Safeguarding Your Beneficiaries’ Interests
It’s a pervasive misjudgment that designating your spouse, child, or loved one as the beneficiary of your life insurance policy automatically guarantees…
Life Insurance – Is It The Right Choice?
Let me tell you folks, your loved ones, they’re the best, the very best. And you know what? When you’re gone,…
Trustee Scorecard
Selecting the right trustee for your trust is important. Use this scorecard to evaluate potential trustees according to the traits and qualities…
Myths and Frequently Asked Questions: Choosing the Right Trustee
Myth #1: Dispelling Trustee Compensation Misconceptions Alright, folks, let’s clear the air on this one. Myth number one: “Only the big players…
The Right Trustee
Let me tell you, folks, when it comes to picking the right trustee–it’s a big deal, a huge deal. Whether you’re…
