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How to Change Your Will

Leveraging Your Will for Your Legacy

Life changes. The will you created years ago, or even just last year, may not reflect your current wishes and circumstances. But just because you need to update your will does not mean you need a whole new one. Changes can be made to your will... Read More

Expiration Date Tracker

When Can You Safely Discard These Important Documents?

With spring finally here and summer just around the corner, there’s no better time to start on your spring cleaning tasks. As you sort through your belongings, including paperwork, it’s important that you don’t throw out the... Read More

Estate Planning in the Digital Age

Protection When Life Is Lived Online

Most of us are living life online. Whether it's managing a bank account, shopping online, reading the latest news or browsing on social media, just about everything we do involves technology. The sheer number of usernames, PINs and passwords... Read More

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.