by Whoosh Agency Support | Oct 3, 2023 | Estate Planning
Navigating the financial future of your children is a top priority for any parent, and life insurance can play a crucial role in that planning. However, naming a minor as a direct beneficiary can lead to unintended complications, such as the need for a financial...
by Whoosh Agency Support | Mar 25, 2022 | Guardianship
In the simplest terms, a ward is someone placed under the guardianship of another person. An adult ward may need a guardian for incompetence caused by mental illness, physical incapacity, or advanced age. While wards have some rights protected by law, their guardian...
by Whoosh Agency Support | Jul 30, 2021 | Estate Planning
We understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal. However, a root canal gets rid of pain and estate planning prevents future pain for you and your family. We all want to ensure that our loved ones are...
by Whoosh Agency Support | Apr 21, 2021 | Probate
The good news is that with some legal help, you can altogether avoid probate for your family. The bad news is that if you don’t make a plan, your estate will go through probate and all of the associated costs when you pass away. Instead, learn how to avoid probate in...
by Whoosh Agency Support | Apr 17, 2021 | Estate Planning
Today many people are using a revocable living trust as the foundation of their estate plan. However, they make a big mistake that sends their assets and loved ones right into the court system: they fail to fund their trust. But how do you fund your trust? Learn how...
