Blog tagged as Estate Planning

5 Things to Consider When Shopping for Life Insurance

08/02/2023 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things to Consider When Shopping for Life Insurance
Shopping for life insurance can be confusing. Choose a plan that is the best for you and your family with these five top considerations.

Estate Planning in the Digital Age: Passing on Your Digital Legacy

03/29/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning in the Digital Age: Passing on Your Digital Legacy
It is a good idea to plan for the management of your digital assets by incorporating your digital legacy into your estate plan.

What To Do When a Loved One Dies

10/31/2022 08:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What To Do When a Loved One Dies
For the final day of Estate Planning month, here are the many tasks and processes to complete when a loved one dies.

August Is National "Make a Will" Month

08/08/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
August Is National "Make a Will" Month
August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.

Estate Planning: Life Insurance

07/27/2022 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning: Life Insurance
Confused about life insurance? This article helps you understand life insurance and its place in your overall financial strategy.

Estate Planning in 2022: Do You Have These Documents Prepared?

01/07/2022 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
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