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Do you know where your parents’ important information is? 

It may seem morbid but have you asked them?   This article from a New Zealand website is very applicable to us in the United

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May 6, 2018

Have you made these 5 life insurance mistakes?

We came across an interesting article about life insurance on the Edward Jones web site.  It gives you some valuable information and some things to think

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May 21, 2017

Do I Really Need a Will?

Yes, you do.  A will is a legal document which ensures that your property is transferred according to your wishes after your death. If you

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November 6, 2016

Want to avoid probate?

You may think that if you have a will and in it you name the person who should inherit your home, that’s all you have

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September 18, 2016

Did he really just get the lorry?

Although this actually happened in the UK, it could just as easily have happened here. Fred McGuinness owned a scrap yard.  When he died at

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July 11, 2016

Are your beneficiary designations up to date?

Do you have a bank account?  What about a brokerage account or life insurance policy?  Have you set up an annuity  or a retirement plan?

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May 22, 2016

You need a will. Why shouldn’t you write your own?

Most blank will forms are based on the assumption that you are part of a traditional nuclear family with a husband, a wife and a

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May 15, 2016

No power in the house – a digital death problem!

A Sad but True Story from Access Denied illustrates a major problem that many survivors face when trying to deal with their loved one’s death.

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January 31, 2016

Don’t let your ex-spouse get your life insurance proceeds

When you buy a life insurance policy, you name a beneficiary who will inherit the proceeds when you die.  It’s important to keep that beneficiary

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December 27, 2015

An important holiday gift

As we approach the end of another year, it’s a good time to have an important discussion with your family and other loved ones about

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December 20, 2015

5 ideas to consider when doing estate planning

What Happens When You Die? Who Will Inherit Your Property?

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December 6, 2015

Unclaimed property – Are you a beneficiary but you don’t know it?

Over the last five years or so, a study has been conducted to determine how insurance companies ensured that beneficiaries of life insurance policies were

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June 30, 2013

Have you collected the Social Security benefits to which you may be entitled?

You worked hard your whole life and paid money into the Social Security program evey month. So did your spouse. And now that you are

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December 26, 2012

Do your frequent flier miles live on after you’re gone?

The New York Times recently did research to find out and the answer was far from consistent. Only two airlines contacted have a specific, written

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December 3, 2012

Is planning your own funeral a good idea?

You may not know when you’re going to die, but you know for sure it will happen. A little advance planning of your own funeral

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November 26, 2012
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