Annuity & Insurance Agency
Exclusive guides, tips, and strategies on how to prepare for and enhance estate planning. A “How-To” for your beneficiaries.
If you’re considering setting up a trust, you’ve made a smart decision to protect your assets, loved ones, and legacy. However, navigating the legal process of purchasing a trust can be overwhelming, especially if you’re unfamiliar with legal jargon or the types of trusts available. This guide will direct you through purchasing a trust, from …
Probate is a legal process after someone dies to distribute their assets and pay their debts. It can be a long and expensive process, and it’s one that many people want to avoid. Luckily, there are ways to do just that. This guide will explore some of the most effective strategies on how to avoid …
A living will is a legal document that outlines your medical care preferences and end-of-life wishes. It’s essential to ensure your desires are met, even if you cannot communicate them yourself. Unfortunately, while many think they need a lawyer to create a living will, that’s not always true. In this guide, we’ll walk you through …
Have you ever thought about creating a will? Writing a will is a crucial step in planning for your future and ensuring that your wishes are respected when it comes to the distribution of your assets after you pass away. In addition, having a valid, up-to-date will can take some stress off your family or …
Do you have a living will? Do you know what it is or why it is important? A living will is an essential part of estate planning. It helps ensure that our wishes are followed if we become incapacitated and cannot make decisions due to illness or injury. This document can make all the difference …
Understanding the probate process can be a daunting task. After all, when dealing with a loved one who has passed away, emotions often run high, and making important decisions about their estate can be complicated and overwhelming. So how do you know if navigating Probate is the right decision? From understanding who is responsible for …
Regarding estate planning, trusts are essential for safeguarding your assets and ensuring the well-being of those you care about. One of the most pivotal choices you must make when creating a trust is whether to settle on a revocable or irrevocable trust. In this guide, we will contrast these two types of trusts in terms …
Revocable Trusts vs. Irrevocable Trusts: What’s The Difference? Read More »
Are you concerned about the ramifications of an estate tax on your family’s financial future? As an important part of any comprehensive wealth-management plan, it is essential to understand how this tax works and what impact it may have on your loved ones. In this guide, we’ll dive into the basics of estate taxes, explain …
When deciding which vehicle is best for estate planning, many think the two main choices are a will or a trust. While either can provide peace of mind and protect all your assets, certain advantages and disadvantages of each option must be considered when making this critical decision. This guide will look at the differences …
Medicare is a government-run health insurance program that provides healthcare coverage to individuals 65 years of age and older and those with specific disabilities. Therefore, it is essential to understand what Medicare covers, including funeral expenses. In this guide, we will provide an overview of Medicare coverage of funeral expenses and answer some common questions …