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Developing an Estate Plan for Unmarried Couples

July 7, 2022

Widows and divorce are common among older Americans (in record numbers), spurring new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating can have unforeseen and unintended consequences without a legally recognized civil union, marriage, or domestic partnership certificate.

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Including Life Insurance in Your Estate Planning

June 30, 2022

A grieving loved one should not inherit assets only to find that they can’t be used for any expenses they have to take care of after your death. Most retirees’ assets are in homeownership and retirement accounts, requiring a sale to get cash. Life insurance can provide the liquidity needed when managing and distributing your estate assets. Your policies can address final expenses, estate taxes, business ownership, estate equalization, probate, and special purposes depending on your circumstances and the number of assets at hand.

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