Wills and estate planning

What is a life insurance trust or ILIT trust?
Life insurance is one of the most important long-term financial planning tools you can consider.

Social Security widows benefits
If your spouse passes away, you may be eligible for their benefits from Social Security. Protective share things you should consider.

3 ways to utilize your life insurance policy for terminal illness
If you or someone you love is facing a terminal illness or serious disability, the following are three things you may be able to do with your life insurance policy.

Choosing a life insurance beneficiary
You have options when choosing a beneficiary for your life insurance benefit - an individual or entity - as long as there is an insurable interest.

Donating to charity in your last will and testament
There are three ways to give to charity when you die: a fixed sum, a named item or a percentage of assets after beneficiaries have been taken care of.

Estate planning basics: The importance of updating your beneficiaries
It is important to keep beneficiary designations updated. A variety of life changes may impact who you need to have as your beneficiary.

Finding a life insurance policy after death
Even if your loved one didn’t leave their documents in order, you can begin tracking policies with information in this article.