Life Insurance

September 28, 2026
A newlywed couple sit by a lake.

Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?

You bought life insurance to care for the people you love. But should the money go directly to your spouse or through your trust? The answer starts with what your family needs the money to do, not a rule that one choice is always better…
September 8, 2026
A house made of 100 dollar bills.

You Have Life Insurance. Here’s What Your Family Actually Needs.

You bought life insurance because you wanted the people you love to be protected. But the policy you chose years ago may no longer match the family, finances, or estate plan you have today. Here’s what a life insurance beneficiary review can reveal before your family needs the money…
March 19, 2018

Easy Mistakes to Avoid When Passing Assets to Your Child

Setting up a trust fund for your children can ensure […]
February 22, 2018

5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put […]