Wills and estate planning
What you need to know about writing your own will
If you have limited assets, only one or two beneficiaries and no major tax issues, you may want to write your own will. If you are considering it, here are some tips.
What is long-term care insurance?
At some point in your life, you may need long-term care. Protective explains what long-term care insurance is and when you should consider it.
Understanding beneficiary options in a life insurance policy
This article covers common beneficiary options for life insurance benefits, including how many beneficiaries you can name, different levels of beneficiaries and the importance of being specific.
Inheritance tax vs estate tax
Even after we're gone, our loved ones may have to pay taxes on the hard-earned money we left them. Or do they? Learn about inheritance and estate taxes.
Helpful estate planning tips for newlywed seniors
As a senior adult planning a trip down the aisle, it's important to understand the value of creating an estate plan that ultimately fulfills your wishes and obligations.
Gifting your life insurance policy to charity
Naming a charity as beneficiary of your life insurance is an ideal way to help out the causes you care about most and leave a financial legacy to ensure their good work continues.
Filing form 712
To ensure all taxes are in order when a life insurance policy is paid out, it is essential to understand IRS Federal Form 712. In this article, we'll cover what exactly form 712 is, and the who, where and how of filing it.