Estate Planning for Your Clients’ Golden Years

  Estate planning is important for everyone, regardless of age. After living through the unprecedented pandemic, many people have a new perspective on life. However, although the pandemic generated more interest in estate planning, a 2021 study conducted by...

Facebook Live Lemonade on the Porch: To Term or Not to Term? The Union of Life Insurance and Estate Planning

From Eileen Kerlin Walsh’s Facebook Live Lemonade on the Porch   Today we are going to look at different types of life insurance and how you can use them to your benefit in estate planning.   Life insurance is a contract between two parties, typically...