Estate Planning Transforms Life Insurance—Building Brand Loyalty, Trust, and SalesEmbedding estate planning into life insurance is a game-changer, strengthening client relationships and setting brands apart in a crowded market. Here’s why it matters:
Estate Planning: A High-Impact Benefit that Drives Employee Satisfaction and Company SuccessOffering estate planning as part of an employee benefits package provides a powerful edge in today’s competitive landscape. Here’s why it matters:
You Own More Than You Think - Estate Planning for Non-MillionairesGoodTrust highlights the importance of estate planning for everyone—not just the wealthy.
Employee Benefit Systems (EBS) Partners with GoodTrust to Offer Smart Estate Planning Solution to Union MembersGoodTrust just announced its partnership with Employee Benefit Systems (EBS) to bring comprehensive estate planning solutions to union members across the country. This innovative new voluntary benefit addresses a critical yet often overlooked need, empowering working families to secure their legacies with ease and confidence.
The 5 Most Overlooked Items in Estate Planning: Are You Missing These Crucial Steps?Estate planning may not be the most exciting topic, but it’s one of the most important steps you can take to secure your future—and your loved ones'. Most people think of estate planning as simply writing a will, but there are several essential pieces that often get overlooked. Missing these steps can lead to complications, unnecessary costs, and even family disputes down the road. Let’s break down the five most overlooked items in estate planning and why you should address them today.
Estate Planning and The "I'll Do It Later" ProblemEstate planning may not be at the top of everyone's to-do list, but it is essential to protect your assets and loved ones. Surprisingly, AARP found that while 93% of adults aged 50+ believe it’s important to plan for who will receive their assets when they pass away, only 51% actually have a will in place. The most common reason? 61% say they simply haven’t gotten around to it.
The Thing No One is Talking About as College Students Head Back to CampusAs summer fades and college students head into a new academic year, they and their parents are busy checking off the typical to-do lists: dorm essentials, meal plans, and textbooks. But there's one major factor that many overlook which can leave them in a challenging position -- planning for the unplanned.
Discover the Benefits of a Certificate of TrustA Certificate of Trust is a document that serves as proof of the existence of a trust and summarizes its key elements without revealing the detailed private information contained in the trust itself. It verifies the trustee’s authority and the trust's existence, providing necessary information to financial institutions and other parties without disclosing the specifics of the trust's assets or beneficiaries.
Understanding the Use of a HIPAA Release FormThe Health Insurance Portability and Accountability Act (HIPAA) of 1996 protects the privacy of an individual’s health information. A HIPAA Release Form is a legal document that allows specified individuals to access your protected health information (PHI). This form is crucial for anyone needing to grant another person the authority to discuss their medical records and health information with healthcare providers.
Securing Access: Ensuring Your Loved Ones Can Access Your Phone After You're GoneIn an increasingly digital world, the issue of accessing personal devices after death is becoming more pertinent. Many people overlook the fact that without proper planning, loved ones may face significant hurdles in gaining access to crucial information stored on smartphones or other electronic devices. Here’s why it’s essential to consider this aspect of estate planning:
Top 10 Mistakes to Avoid in Estate PlanningEstate planning is a crucial process that ensures your assets are distributed according to your wishes after your passing. However, many people make common mistakes that can derail their plans and create complications for their loved ones. To help you navigate this smoothly, here are the top 10 mistakes to avoid in estate planning:
Graduation Season: Why New Graduates Should Consider Starting Their Estate PlanAs caps fly and diplomas are awarded, a new chapter begins for graduates as they step out from the halls of their high school into the world of colleges and universities. Amid the excitement of living alone, new cities, and exciting opportunities, estate planning is probably the last thing on most young adults’ minds. However, beginning an estate plan early can set a foundation for personal, financial, and digital security that will benefit a graduate for a lifetime. Here’s why high school graduates should consider starting their estate plan.