September 22, 2020, GEM 21 — When contemplating your estate plan, you may wonder whether you should have a revocable trust, also known as a living trust, in addition to your will. The answer may depend on your net worth and the nature of your assets. Generally, the more assets you have, and the more complicated they are, the more you may benefit from a revocable trust.
September 15, 2020, GEM 20—These days, with so much uncertainty due to the pandemic, it may help to focus on something you can control, like your estate plan. When most people hear “estate plan,” they think of their will. They don’t necessarily think about life insurance within the context of their overall estate plan. Learn the top five ways life insurance can play a role in estate planning, and maybe bring a bit more stability into an uncertain environment.
September 8, 2020—The global health pandemic is a reminder of how quickly and unexpectedly significant health care issues can arise.
