Articles Posted in life insurance

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DIY Estate Planning Resources During The COVID Pandemic
Greetings all. If you are stuck at home and without basic legal documents, read on. In the spirit of offering what I can to help people gain some piece of mind amidst the panic and uncertainty of the pandemic, here are some resources that you can use to get the basics in order, for now. As I…
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Finding Lost Life Insurance
Consumer Reports estimates that at least $1 billion in benefits from forgotten life insurance policies are waiting to be claimed. Often, when I meet with adult children administering a trust after the death of a parent, they’re not certain about whether not that parent had life…
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Veteran’s Life Insurance
On Monday we celebrate Memorial Day, and that seems like a perfect occasion to write about something that many people may not know about until their loved one dies: life insurance policies that date back to World War II or the Korean War. Did you know that the U.S. government issued…
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Who to Name as a Beneficiary for Your Life Insurance
Lately, I’ve had a lot of questions from clients about life insurance policies and who to name as beneficiaries. Here’s what I tell most people to do: Name YOUR TRUST as the beneficiary (if you have a trust) Name YOUR SPOUSE as the beneficiary (if you don’t have a…
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