Your Summer Checklist

A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents. Are your agents outdated because of

POD and TOD Account Disadvantages

What are POD and TODs? They are helpful in certain situations; however, there are critical limitations and risks associated with using them. Discover the advantages and disadvantages.

George Halas Prince, and a Chicago Cop

What could those three people possibly have in common? Horrendous estate planning. Avoid massive headaches and expenses for your family, and give yourself peace of mind now.

Know Your Health Care Rights

We have all experienced the health care system. Honestly, can you say you are looking forward to your next experience? Part of it is the uncertainty of what we will find out.

Firearms Transfer Rules Update

Whether it is at your retirement or your death, an often overlooked issue can cause many problems. Whether you have two firearms or 20+, there is a process to transfer them to another person. I know you are fully aware

Have Your Beneficiaries Been Updated Lately?

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.

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Do You Have Umbrella Insurance?

A standard umbrella policy covers all vehicles on your policy and your home for injuries caused to guests or visitors on your property. An umbrella policy also may cover libel or slander claims.

Are Your Assets Protected?

Asset protection is more important than ever before. Today, you have risks at every turn. Lawsuits, high cost of long-term care, auto and home accidents, or years of Probate. All too often, we settle and fail to consider the importance

RS provides cafeteria plan relief for the pandemic

In response to the COVID-19 pandemic, Congress enacted temporary special rules for health flexible spending arrangements (FSAs) and dependent care assistance programs under Sec. 125 cafeteria plans.

Financial Planning: 10 Opportunities for 2021

Have you set specific financial, investment, estate and philanthropic goals for 2021 and beyond? If not, these ideas can get you started. If so, fantastic—these 10 opportunities can enhance your plans. A volatile 2020 that favored

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