Tag: health care proxy

The 5 Biggest Estate Planning Mistakes

May 29, 2014 | By Steven DiGregorio

You’ve worked a lifetime for what you have. You did everything right; funded your retirement plan, paid off your home early, amassed enough savings to cover future expenses and even planned to leave a financial legacy to your loved ones. Too bad your ex-spouse—and his or her kids—will inherit it all… Estate-planning mistakes are both […] READ MORE

Estate Planning Document Essentials

May 30, 2013 | By Steven DiGregorio

Did you know that several states have investigated some of the country’s largest insurers for failing to pay out unclaimed life policies to beneficiaries? Under policy contracts, they aren’t required to take steps to determine if a policyholder is still alive, but instead pay a claim only when beneficiaries come forward. The lesson here: It […] READ MORE