4 benefits of using Insurance in Estate Planning

benefits of life insurance in estate planning

Estate planning is a critical component of a complete financial plan for wealth protection, and life insurance may help in various ways, especially if you pass away unexpectedly and early. It helps by allowing you to access emergency cash in the case of a significant life event, such as the need for expensive medical treatment. […]

How to Prepare an Estate Plan for your Digital Assets this Christmas

Prepare an Estate Plan for your Digital Assets this Christmas

Deck the halls with boughs of holly Fa la la la la, la la la la It’s festive season and we hope you are looking forward to spending a fun and eventful Christmas with your family.  We think Christmas is the best time to tackle your Estate Plan.  Say what, now?  Yes, you heard that, […]

Create an Emergency Preparedness Plan for your Family this Christmas

emegrency preparedness plan this Christmas

This Holiday Season we’re sharing how to make an Emergency Preparedness Plan. If a disaster strikes and you don’t have your plan in place, you can turn things around by following these steps. Christmas Gifting can be fun but a little tedious and confusing when you do not know what kind of gift your loved […]

World Diabetes Day Special: Do you have an Advance Directive?

Do you have an advance directive?

World Diabetes Day is the primary global awareness campaign focusing on diabetes mellitus and is celebrated on 14th November each year.  Globally, an estimated 422 million adults were living with diabetes in 2014, compared to 108 million in 1980. The global prevalence of diabetes has nearly doubled since 1980, from 4.7% to 8.5% in the […]

Halloween Special: 5 Spooktacular Estate Planning Excuses

5 Spooktacular Estate Planning Excuses

Halloween is around the corner and it is time to go trick-or-treating. Costumes, pumpkins, candies and whole lotta fun, Halloween is certainly a fun time. You know what’s the scariest part about Halloween? Hint: we are not talking about ghosts.  It is terrifying that 6 out of 10 Americans do not have Estate Planning documents […]

Estate Planning for Alzheimer’s and Dementia

Estate Planning for Alzheimer’s and Dementia

November is National Alzheimer’s Disease Awareness Month. We understand it is painful for one to think of a future where they might suffer from Alzheimer’s or other forms of dementia. But if you do not make plans for your Estate right away, you are not only putting your assets at risk but also putting your […]

National Adoption Month: Adoption and Estate Planning

National Adoption Month: Adoption and Estate Planning

November is National Adoption Month and is aimed at raising awareness about adoption and children who need permanent, loving homes. Thousands of children are adopted each year, thus bringing joy to the adoptive family as well as making a child’s future secure. If you are in the process of adopting a child or have recently […]

3 ways in which Adoption impacts Estate Planning

adoption impacts estate planning

Every year, National Adoption Month is observed in November. For this year’s National Adoption Month, we discuss 3 ways in which Adoption Impacts Estate Planning.  Before we jump to the topic under discussion, let us first learn what a ‘blended’ family means. A Blended Family or a Step Family or a Complex Family is one […]

4 Important facts about Adoption and Estate Planning

Adoption and Estate Planning

Adoption and Estate Planning: November is National Adoption Month. In this post, you will learn how Adoption affects your Estate Plan. By now, you must be knowing that any life event calls for a change in your Estate Plan. Adoption is one such life event that needs updating your Estate Planning.  Around 135,000 children are […]

Estate Planning Awareness Week, 18-24 October 2021

Estate Planning Awareness Week

National Estate Planning Awareness Week falls between the 18th to 24th of October this year. It is a public campaign to create awareness about Estate Planning and help people understand why it is important to plan for their estates.  According to a Wills survey conducted by caring.com in collaboration with YouGov, though the Covid-19 pandemic […]