Posts Tagged ‘life insurance’

Estate Planning 101

Benefits of an Estate Plan The best estate plans are created by focusing on people, not just property. In its most basic terms estate planning is how your affairs will be managed in the event you are not around, either because of your death or incapacity. No one wants to think about their mortality but…

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Estate Planning 101

Benefits of an Estate Plan The best estate plans are created by focusing on people, not just property. In its most basic terms estate planning is how your affairs will be managed in the event you are not around, either because of your death or incapacity. No one wants to think about their mortality but…

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Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

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Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

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Best Estate Plan for You, Your Family, Heirs, and Beneficiaries

To create the perfect estate plan for you and your family, our goal is to help you match your vision of what an estate plan should be with your priorities for the future. We believe, a good estate plan should (1) ensure your life-long comfort, (2) create eternal peace of mind, and (3) establish a…

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What Is A Family Trust?

Illustration by Mathieu CHAINE courtesy of Wikipedia under the Creative Commons Attribution-Share Alike 3.0 Unported license.

A family trust is usually intended to either honor and/or provide for family. Nearly every kind of trust that does not have a charity and non-family members as beneficiaries is considered a "family trust" of some kind. A family trust anticipates a connection with others that is usually blood-based. But when one drills down more…

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