Estate Planning

Maximize Your Estate Planning with Survivorship Life Insurance

maximize your estate planning with survivorship life insurance

Joel Lim

Mar 27, 2024

As you age, you might weigh the options for providing for your beneficiaries after death and how you can plan your estate. While many major insurance companies offer life insurance plans, you may want to look into survivorship life insurance to protect beneficiaries.

Survivorship life insurance offers some key advantages and is carried by many providers, including Pacific Life, Progressive and MassMutual. To determine if survivorship life insurance is right for your family, we’ll outline how this policy works and how it compares to other options.


Key Takeaways

  • Survivorship life insurance covers two partners and takes effect after both partners pass on. It’s a two-in-one policy where separate plans aren’t required for each individual.

  • This is a viable insurance option for businesses or families looking to protect their money and property from uncertainties. It can also help alleviate debt beneficiaries would have to pay after the policyholders’ deaths.

  • If you have children, especially those with disabilities, the plan can protect their disability status over time, but families should be wary of setbacks in certain situations.


Survivorship Life Insurance Explained

survivorship life insurance explained

To sum up how survivorship life insurance works, Matthew Carlin, owner of Carlin Financial Group, explains:

“Survivorship life insurance, also known as a second-to-die policy, is a joint permanent life insurance policy that pays out upon the death of all insured parties… Who might benefit the most from this type of policy? Well, if you know your heirs will likely be hit by a heavy tax bill, you might be an ideal candidate for survivorship insurance, particularly if your state does an estate tax.”

Here are some key features survivorship life insurance provides:

Assets Are Protected

This type of insurance is often a go-to policy for estate planning. If one or both policyholders own plenty of liquid assets, a survivorship life insurance plan can reduce the estate taxes their heirs have to pay. This allows heirs to keep all or most of what they inherited and not need to auction it away to recoup losses or pay off debt. 

Heirs Receive Inheritance Money

Survivorship life insurance can be used as a savings fund for beneficiaries such as children and grandchildren. After both policyholders pass on, the money is untouched and goes directly to the beneficiaries. This means you can award a child with money after death, and they can use it as they see fit.

Family Businesses Change Hands Securely

After the death of two business owners of the same company, a new owner or owners can be appointed in writing so the business can legally obtain new ownership and continue without the original owners. This can protect the business from dissolving, being sold to another company, or being taken over by someone unfavorable to the original ownership.


How Are Survivorship Life Insurance Policies Helpful in Estate Planning?

survivorship life insurance policies helpful in estate planning

A survivorship life insurance policy benefits couples who either own a lot of assets or have a high net worth. A lot of money guarantees higher taxes than normal, so when this plan takes effect, the beneficiaries pay less in taxes than the original owners due to the inherited money and property.

This inherited money is called a “death benefit.” It’s often used to cover administrative and estate tax expenses, so the beneficiary will pay nothing or very little out of pocket. For example, the beneficiary won’t need to make personal sacrifices like selling their car to cover a hefty estate tax.

Estate taxes must be paid at some point after the second policyholder dies. When this happens, the beneficiary can pay up to 40% of assets left behind worth $1 million or more. When policyholders protect assets, the list of taxable assets decreases, as does the estate tax the heir would be responsible for paying.

States With Estate Taxes

In addition to the District of Columbia, 12 states currently have estate taxes. These states are Connecticut, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New York, Oregon, Rhode Island, Vermont and Washington. If you’re in a state not listed here, you don’t need to worry about this tax when transferring your property ownership to an heir.

Aside from alleviating estate taxes, survivorship life insurance policies can help protect pre-existing assets. These include cars, homes, buildings, fine art, jewelry, inventory, and amenities. Protecting your goods with this plan means they won’t be auctioned off in an estate sale after you and your partner pass on.

Speaking of protection, Trustworthy is a tool for securely managing your property, funds, insurance, wills and more on any device. It can help you eliminate paper trails so only you and your partner can see your personal legal information. 


Pros & Cons of Survivorship Life Insurance

pros & cons of survivorship life insurance

Survivorship life insurance is useful in some situations, but it’s not a one-size-fits-all plan for every couple with money and assets to safeguard. This plan has advantages over other joint life insurance plans, but that also comes with setbacks, which might negatively impact you or others involved in the plan.

With this in mind, have all the facts before deciding on a particular plan from an insurance provider. 

You can also use Trustworthy’s features to examine your newly acquired insurance policy and set a reminder to pay it each month.

Here’s what to take into account when considering a survivorship life insurance plan:

Pro: One Plan for Two People

The two policyholders are covered in the same plan. They don’t necessarily need to purchase separate life insurance plans, making everything easier from an insurance standpoint. Having one plan for both holders saves money on insurance overall.

Con: No Benefits for Surviving Policy Holders

Unlike other life insurance plans, survivorship life insurance policies don’t award any money to surviving insurance holders after their other half in the plan dies. For instance, if a husband dies, the wife won’t receive any money from the husband, as that money will be awarded to beneficiaries after the wife dies. Consider a different policy if you need financial aid sooner rather than later.

Pro: Great for Medical Conditions

If you or your spouse has a medical condition, you might have to pay a lot for individual life insurance. Being under a survivorship life insurance plan overrides high premiums for medically needy holders, as long as the other partner in the plan is still in good health.

Con: Harder To Manage For Surviving Policyholder

The survivorship life insurance policy still requires payments to continue after one of the two policyholders dies. This means the premiums increase for the surviving holder, which can be difficult if they don’t have access to their partner’s finances.

Pro: Works With Special Needs Plans

Children who have disabilities and are under special needs trusts can continue to get the care and the money they need to pay for it after the death of both policyholders. This will allow the child to qualify for Medicaid and other programs once he or she becomes an adult.

Con: Divorce Can Complicate the Plan

If married couples under a survivorship life insurance plan decide to split up, both holders may still have to pay premiums toward the money for beneficiaries. Suppose you can foresee separation from your spouse. You want a plan that can be split or modified to exclude you from paying taxes or premiums for beneficiaries you’re not interested in paying for.


Survivorship Life Insurance Considerations

survivorship life insurance considerations

While a survivorship life insurance policy comes with many benefits for families and business owners, there are also several things to remember. There could be other plans available to suit your needs better. These include first-to-die life insurance and variable universal life insurance.

Take a look at three key things to know about survivorship life insurance plans to determine if it’s the best for you.

Understand the Costs

Survivor life insurance policies can include high premiums if both you and the other policyholder are old, have a history of smoking, or suffer from health conditions. In this case, you might want to look at separate policies for the two of you, each tailored to your specific situation.

Know Your Total Value In Assets

Survivor life insurance is more effective for families with a high net worth consisting of property and other assets. If you only want to transfer inheritance money to a beneficiary, you might fare better with a simpler joint life insurance plan.

Envision Yourself In The Future

Consider if you see yourself outliving your partner in the near future and your current financial situation. If you’re looking to receive a death benefit from your partner, there are “first-to-die” life insurance plans you can consider. There’s no death benefit for surviving policyholders in a survivorship life insurance plan. Furthermore, a survivorship plan means the surviving policyholder will pay more premiums than if both holders were still alive.

Trustworthy provides safe online storage solutions for all your medical documents. You won’t need to spend all that time searching for paper documents whenever you visit your doctor.


Frequently Asked Questions (FAQs)

How does life insurance help with estate planning?

Life insurance allows you to set cash aside so beneficiaries can receive it after you pass on. After both policyholders die, the beneficiary is the money’s rightful owner.

What are the benefits of life insurance for an estate?

Life insurance protects money and assets when the property owner passes away. When this happens, the beneficiary will own the assets and money, and the insurance also works to reduce taxes imposed, resulting in the original owner’s death.

Can survivorship life insurance include more than 2 people?

A survivorship life insurance can only cover two people at a time. If you’re looking to set up a policy for parents and grandparents designed to help a child financially, you can consider creating two plans for each couple.

What is the difference between joint life and survivorship life insurance?

A survivorship life insurance plan involves giving a death benefit to an heir after both policyholders die. A joint life insurance plan involves giving the surviving policy owner a death benefit after the other holder passes away. This plan usually does not grant funds to an heir, such as a child.

Estate Planning

Maximize Your Estate Planning with Survivorship Life Insurance

maximize your estate planning with survivorship life insurance

Joel Lim

Mar 27, 2024

As you age, you might weigh the options for providing for your beneficiaries after death and how you can plan your estate. While many major insurance companies offer life insurance plans, you may want to look into survivorship life insurance to protect beneficiaries.

Survivorship life insurance offers some key advantages and is carried by many providers, including Pacific Life, Progressive and MassMutual. To determine if survivorship life insurance is right for your family, we’ll outline how this policy works and how it compares to other options.


Key Takeaways

  • Survivorship life insurance covers two partners and takes effect after both partners pass on. It’s a two-in-one policy where separate plans aren’t required for each individual.

  • This is a viable insurance option for businesses or families looking to protect their money and property from uncertainties. It can also help alleviate debt beneficiaries would have to pay after the policyholders’ deaths.

  • If you have children, especially those with disabilities, the plan can protect their disability status over time, but families should be wary of setbacks in certain situations.


Survivorship Life Insurance Explained

survivorship life insurance explained

To sum up how survivorship life insurance works, Matthew Carlin, owner of Carlin Financial Group, explains:

“Survivorship life insurance, also known as a second-to-die policy, is a joint permanent life insurance policy that pays out upon the death of all insured parties… Who might benefit the most from this type of policy? Well, if you know your heirs will likely be hit by a heavy tax bill, you might be an ideal candidate for survivorship insurance, particularly if your state does an estate tax.”

Here are some key features survivorship life insurance provides:

Assets Are Protected

This type of insurance is often a go-to policy for estate planning. If one or both policyholders own plenty of liquid assets, a survivorship life insurance plan can reduce the estate taxes their heirs have to pay. This allows heirs to keep all or most of what they inherited and not need to auction it away to recoup losses or pay off debt. 

Heirs Receive Inheritance Money

Survivorship life insurance can be used as a savings fund for beneficiaries such as children and grandchildren. After both policyholders pass on, the money is untouched and goes directly to the beneficiaries. This means you can award a child with money after death, and they can use it as they see fit.

Family Businesses Change Hands Securely

After the death of two business owners of the same company, a new owner or owners can be appointed in writing so the business can legally obtain new ownership and continue without the original owners. This can protect the business from dissolving, being sold to another company, or being taken over by someone unfavorable to the original ownership.


How Are Survivorship Life Insurance Policies Helpful in Estate Planning?

survivorship life insurance policies helpful in estate planning

A survivorship life insurance policy benefits couples who either own a lot of assets or have a high net worth. A lot of money guarantees higher taxes than normal, so when this plan takes effect, the beneficiaries pay less in taxes than the original owners due to the inherited money and property.

This inherited money is called a “death benefit.” It’s often used to cover administrative and estate tax expenses, so the beneficiary will pay nothing or very little out of pocket. For example, the beneficiary won’t need to make personal sacrifices like selling their car to cover a hefty estate tax.

Estate taxes must be paid at some point after the second policyholder dies. When this happens, the beneficiary can pay up to 40% of assets left behind worth $1 million or more. When policyholders protect assets, the list of taxable assets decreases, as does the estate tax the heir would be responsible for paying.

States With Estate Taxes

In addition to the District of Columbia, 12 states currently have estate taxes. These states are Connecticut, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New York, Oregon, Rhode Island, Vermont and Washington. If you’re in a state not listed here, you don’t need to worry about this tax when transferring your property ownership to an heir.

Aside from alleviating estate taxes, survivorship life insurance policies can help protect pre-existing assets. These include cars, homes, buildings, fine art, jewelry, inventory, and amenities. Protecting your goods with this plan means they won’t be auctioned off in an estate sale after you and your partner pass on.

Speaking of protection, Trustworthy is a tool for securely managing your property, funds, insurance, wills and more on any device. It can help you eliminate paper trails so only you and your partner can see your personal legal information. 


Pros & Cons of Survivorship Life Insurance

pros & cons of survivorship life insurance

Survivorship life insurance is useful in some situations, but it’s not a one-size-fits-all plan for every couple with money and assets to safeguard. This plan has advantages over other joint life insurance plans, but that also comes with setbacks, which might negatively impact you or others involved in the plan.

With this in mind, have all the facts before deciding on a particular plan from an insurance provider. 

You can also use Trustworthy’s features to examine your newly acquired insurance policy and set a reminder to pay it each month.

Here’s what to take into account when considering a survivorship life insurance plan:

Pro: One Plan for Two People

The two policyholders are covered in the same plan. They don’t necessarily need to purchase separate life insurance plans, making everything easier from an insurance standpoint. Having one plan for both holders saves money on insurance overall.

Con: No Benefits for Surviving Policy Holders

Unlike other life insurance plans, survivorship life insurance policies don’t award any money to surviving insurance holders after their other half in the plan dies. For instance, if a husband dies, the wife won’t receive any money from the husband, as that money will be awarded to beneficiaries after the wife dies. Consider a different policy if you need financial aid sooner rather than later.

Pro: Great for Medical Conditions

If you or your spouse has a medical condition, you might have to pay a lot for individual life insurance. Being under a survivorship life insurance plan overrides high premiums for medically needy holders, as long as the other partner in the plan is still in good health.

Con: Harder To Manage For Surviving Policyholder

The survivorship life insurance policy still requires payments to continue after one of the two policyholders dies. This means the premiums increase for the surviving holder, which can be difficult if they don’t have access to their partner’s finances.

Pro: Works With Special Needs Plans

Children who have disabilities and are under special needs trusts can continue to get the care and the money they need to pay for it after the death of both policyholders. This will allow the child to qualify for Medicaid and other programs once he or she becomes an adult.

Con: Divorce Can Complicate the Plan

If married couples under a survivorship life insurance plan decide to split up, both holders may still have to pay premiums toward the money for beneficiaries. Suppose you can foresee separation from your spouse. You want a plan that can be split or modified to exclude you from paying taxes or premiums for beneficiaries you’re not interested in paying for.


Survivorship Life Insurance Considerations

survivorship life insurance considerations

While a survivorship life insurance policy comes with many benefits for families and business owners, there are also several things to remember. There could be other plans available to suit your needs better. These include first-to-die life insurance and variable universal life insurance.

Take a look at three key things to know about survivorship life insurance plans to determine if it’s the best for you.

Understand the Costs

Survivor life insurance policies can include high premiums if both you and the other policyholder are old, have a history of smoking, or suffer from health conditions. In this case, you might want to look at separate policies for the two of you, each tailored to your specific situation.

Know Your Total Value In Assets

Survivor life insurance is more effective for families with a high net worth consisting of property and other assets. If you only want to transfer inheritance money to a beneficiary, you might fare better with a simpler joint life insurance plan.

Envision Yourself In The Future

Consider if you see yourself outliving your partner in the near future and your current financial situation. If you’re looking to receive a death benefit from your partner, there are “first-to-die” life insurance plans you can consider. There’s no death benefit for surviving policyholders in a survivorship life insurance plan. Furthermore, a survivorship plan means the surviving policyholder will pay more premiums than if both holders were still alive.

Trustworthy provides safe online storage solutions for all your medical documents. You won’t need to spend all that time searching for paper documents whenever you visit your doctor.


Frequently Asked Questions (FAQs)

How does life insurance help with estate planning?

Life insurance allows you to set cash aside so beneficiaries can receive it after you pass on. After both policyholders die, the beneficiary is the money’s rightful owner.

What are the benefits of life insurance for an estate?

Life insurance protects money and assets when the property owner passes away. When this happens, the beneficiary will own the assets and money, and the insurance also works to reduce taxes imposed, resulting in the original owner’s death.

Can survivorship life insurance include more than 2 people?

A survivorship life insurance can only cover two people at a time. If you’re looking to set up a policy for parents and grandparents designed to help a child financially, you can consider creating two plans for each couple.

What is the difference between joint life and survivorship life insurance?

A survivorship life insurance plan involves giving a death benefit to an heir after both policyholders die. A joint life insurance plan involves giving the surviving policy owner a death benefit after the other holder passes away. This plan usually does not grant funds to an heir, such as a child.

Estate Planning

Maximize Your Estate Planning with Survivorship Life Insurance

maximize your estate planning with survivorship life insurance

Joel Lim

Mar 27, 2024

As you age, you might weigh the options for providing for your beneficiaries after death and how you can plan your estate. While many major insurance companies offer life insurance plans, you may want to look into survivorship life insurance to protect beneficiaries.

Survivorship life insurance offers some key advantages and is carried by many providers, including Pacific Life, Progressive and MassMutual. To determine if survivorship life insurance is right for your family, we’ll outline how this policy works and how it compares to other options.


Key Takeaways

  • Survivorship life insurance covers two partners and takes effect after both partners pass on. It’s a two-in-one policy where separate plans aren’t required for each individual.

  • This is a viable insurance option for businesses or families looking to protect their money and property from uncertainties. It can also help alleviate debt beneficiaries would have to pay after the policyholders’ deaths.

  • If you have children, especially those with disabilities, the plan can protect their disability status over time, but families should be wary of setbacks in certain situations.


Survivorship Life Insurance Explained

survivorship life insurance explained

To sum up how survivorship life insurance works, Matthew Carlin, owner of Carlin Financial Group, explains:

“Survivorship life insurance, also known as a second-to-die policy, is a joint permanent life insurance policy that pays out upon the death of all insured parties… Who might benefit the most from this type of policy? Well, if you know your heirs will likely be hit by a heavy tax bill, you might be an ideal candidate for survivorship insurance, particularly if your state does an estate tax.”

Here are some key features survivorship life insurance provides:

Assets Are Protected

This type of insurance is often a go-to policy for estate planning. If one or both policyholders own plenty of liquid assets, a survivorship life insurance plan can reduce the estate taxes their heirs have to pay. This allows heirs to keep all or most of what they inherited and not need to auction it away to recoup losses or pay off debt. 

Heirs Receive Inheritance Money

Survivorship life insurance can be used as a savings fund for beneficiaries such as children and grandchildren. After both policyholders pass on, the money is untouched and goes directly to the beneficiaries. This means you can award a child with money after death, and they can use it as they see fit.

Family Businesses Change Hands Securely

After the death of two business owners of the same company, a new owner or owners can be appointed in writing so the business can legally obtain new ownership and continue without the original owners. This can protect the business from dissolving, being sold to another company, or being taken over by someone unfavorable to the original ownership.


How Are Survivorship Life Insurance Policies Helpful in Estate Planning?

survivorship life insurance policies helpful in estate planning

A survivorship life insurance policy benefits couples who either own a lot of assets or have a high net worth. A lot of money guarantees higher taxes than normal, so when this plan takes effect, the beneficiaries pay less in taxes than the original owners due to the inherited money and property.

This inherited money is called a “death benefit.” It’s often used to cover administrative and estate tax expenses, so the beneficiary will pay nothing or very little out of pocket. For example, the beneficiary won’t need to make personal sacrifices like selling their car to cover a hefty estate tax.

Estate taxes must be paid at some point after the second policyholder dies. When this happens, the beneficiary can pay up to 40% of assets left behind worth $1 million or more. When policyholders protect assets, the list of taxable assets decreases, as does the estate tax the heir would be responsible for paying.

States With Estate Taxes

In addition to the District of Columbia, 12 states currently have estate taxes. These states are Connecticut, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New York, Oregon, Rhode Island, Vermont and Washington. If you’re in a state not listed here, you don’t need to worry about this tax when transferring your property ownership to an heir.

Aside from alleviating estate taxes, survivorship life insurance policies can help protect pre-existing assets. These include cars, homes, buildings, fine art, jewelry, inventory, and amenities. Protecting your goods with this plan means they won’t be auctioned off in an estate sale after you and your partner pass on.

Speaking of protection, Trustworthy is a tool for securely managing your property, funds, insurance, wills and more on any device. It can help you eliminate paper trails so only you and your partner can see your personal legal information. 


Pros & Cons of Survivorship Life Insurance

pros & cons of survivorship life insurance

Survivorship life insurance is useful in some situations, but it’s not a one-size-fits-all plan for every couple with money and assets to safeguard. This plan has advantages over other joint life insurance plans, but that also comes with setbacks, which might negatively impact you or others involved in the plan.

With this in mind, have all the facts before deciding on a particular plan from an insurance provider. 

You can also use Trustworthy’s features to examine your newly acquired insurance policy and set a reminder to pay it each month.

Here’s what to take into account when considering a survivorship life insurance plan:

Pro: One Plan for Two People

The two policyholders are covered in the same plan. They don’t necessarily need to purchase separate life insurance plans, making everything easier from an insurance standpoint. Having one plan for both holders saves money on insurance overall.

Con: No Benefits for Surviving Policy Holders

Unlike other life insurance plans, survivorship life insurance policies don’t award any money to surviving insurance holders after their other half in the plan dies. For instance, if a husband dies, the wife won’t receive any money from the husband, as that money will be awarded to beneficiaries after the wife dies. Consider a different policy if you need financial aid sooner rather than later.

Pro: Great for Medical Conditions

If you or your spouse has a medical condition, you might have to pay a lot for individual life insurance. Being under a survivorship life insurance plan overrides high premiums for medically needy holders, as long as the other partner in the plan is still in good health.

Con: Harder To Manage For Surviving Policyholder

The survivorship life insurance policy still requires payments to continue after one of the two policyholders dies. This means the premiums increase for the surviving holder, which can be difficult if they don’t have access to their partner’s finances.

Pro: Works With Special Needs Plans

Children who have disabilities and are under special needs trusts can continue to get the care and the money they need to pay for it after the death of both policyholders. This will allow the child to qualify for Medicaid and other programs once he or she becomes an adult.

Con: Divorce Can Complicate the Plan

If married couples under a survivorship life insurance plan decide to split up, both holders may still have to pay premiums toward the money for beneficiaries. Suppose you can foresee separation from your spouse. You want a plan that can be split or modified to exclude you from paying taxes or premiums for beneficiaries you’re not interested in paying for.


Survivorship Life Insurance Considerations

survivorship life insurance considerations

While a survivorship life insurance policy comes with many benefits for families and business owners, there are also several things to remember. There could be other plans available to suit your needs better. These include first-to-die life insurance and variable universal life insurance.

Take a look at three key things to know about survivorship life insurance plans to determine if it’s the best for you.

Understand the Costs

Survivor life insurance policies can include high premiums if both you and the other policyholder are old, have a history of smoking, or suffer from health conditions. In this case, you might want to look at separate policies for the two of you, each tailored to your specific situation.

Know Your Total Value In Assets

Survivor life insurance is more effective for families with a high net worth consisting of property and other assets. If you only want to transfer inheritance money to a beneficiary, you might fare better with a simpler joint life insurance plan.

Envision Yourself In The Future

Consider if you see yourself outliving your partner in the near future and your current financial situation. If you’re looking to receive a death benefit from your partner, there are “first-to-die” life insurance plans you can consider. There’s no death benefit for surviving policyholders in a survivorship life insurance plan. Furthermore, a survivorship plan means the surviving policyholder will pay more premiums than if both holders were still alive.

Trustworthy provides safe online storage solutions for all your medical documents. You won’t need to spend all that time searching for paper documents whenever you visit your doctor.


Frequently Asked Questions (FAQs)

How does life insurance help with estate planning?

Life insurance allows you to set cash aside so beneficiaries can receive it after you pass on. After both policyholders die, the beneficiary is the money’s rightful owner.

What are the benefits of life insurance for an estate?

Life insurance protects money and assets when the property owner passes away. When this happens, the beneficiary will own the assets and money, and the insurance also works to reduce taxes imposed, resulting in the original owner’s death.

Can survivorship life insurance include more than 2 people?

A survivorship life insurance can only cover two people at a time. If you’re looking to set up a policy for parents and grandparents designed to help a child financially, you can consider creating two plans for each couple.

What is the difference between joint life and survivorship life insurance?

A survivorship life insurance plan involves giving a death benefit to an heir after both policyholders die. A joint life insurance plan involves giving the surviving policy owner a death benefit after the other holder passes away. This plan usually does not grant funds to an heir, such as a child.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

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handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy

Nov 25, 2023

How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?

more then one eulogy at a funeral
more then one eulogy at a funeral
more then one eulogy at a funeral

Nov 25, 2023

Can There Be More Then One Eulogy at a Funeral? Etiquette Explained

parent retirement pension
parent retirement pension
parent retirement pension

Nov 24, 2023

My Dad Died, Can I Get His Retirement Pension?

death certificate copies
death certificate copies
death certificate copies

Nov 24, 2023

How Many Copies of a Death Certificate Should You Get?

can a eulogy be funny
can a eulogy be funny
can a eulogy be funny

Nov 24, 2023

Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples

receive inheritance money without any issues
receive inheritance money without any issues
receive inheritance money without any issues

Nov 24, 2023

How Do You Receive Inheritance Money WITHOUT any issues?

tax refund of a deceased person
tax refund of a deceased person
tax refund of a deceased person

Nov 17, 2023

Who Gets The Tax Refund of A Deceased Person? An Accountant Answers

how to start a eulogy
how to start a eulogy
how to start a eulogy

Nov 17, 2023

How To Start a Eulogy: 15 Heartfelt Examples

son talking to elder parents seriously
son talking to elder parents seriously
son talking to elder parents seriously

Nov 14, 2023

How To Discuss End-of-Life Care With Parents (Simple Guide)

how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions

Nov 14, 2023

How To Cancel a Deceased Person's Subscriptions the EASY Way

what should you not put in a eulogy
what should you not put in a eulogy
what should you not put in a eulogy

Nov 8, 2023

What Should You Not Put in a Eulogy (9 Things To Avoid)

how are estates distributed if there's no will
how are estates distributed if there's no will
how are estates distributed if there's no will

Nov 7, 2023

How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate

microsoft word obituary template
microsoft word obituary template
microsoft word obituary template

Nov 6, 2023

Does Microsoft Word Have an Obituary Template?

how to post an obituary on facebook
how to post an obituary on facebook
how to post an obituary on facebook

Nov 6, 2023

How To Post an Obituary on Facebook: A Step-by-Step Guide

death certificate for estate & probate process
death certificate for estate & probate process
death certificate for estate & probate process

Nov 6, 2023

Why Do You Need A Death Certificate For Estate & Probate Process?

correct errors on a death certificate
correct errors on a death certificate
correct errors on a death certificate

Nov 2, 2023

How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?

steps for writing a eulogy for mom
steps for writing a eulogy for mom
steps for writing a eulogy for mom

Nov 2, 2023

12 Steps For Writing a Eulogy For Mom

steps for writing a eulogy for dad
steps for writing a eulogy for dad
steps for writing a eulogy for dad

Nov 2, 2023

12 Steps for Writing a Eulogy for Dad

who does the obituary when someone dies
who does the obituary when someone dies
who does the obituary when someone dies

Nov 1, 2023

Who Does The Obituary When Someone Dies?

Nov 1, 2023

How Late Is Too Late For An Obituary? 6 Steps To Take Today

how-much-does-obituary-cost
how-much-does-obituary-cost
how-much-does-obituary-cost

Nov 1, 2023

How Much Does It Cost To Publish An Obituary? Breaking It Down

reasons you need an obituary
reasons you need an obituary
reasons you need an obituary

Nov 1, 2023

6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)

where do you post an obituary
where do you post an obituary
where do you post an obituary

Oct 30, 2023

Where Do You Post an Obituary: A Step-By-Step Guide

obituary vs death note
obituary vs death note
obituary vs death note

Oct 30, 2023

Obituary vs Death Note: What Are the Key Differences?

buying a house with elderly parent
buying a house with elderly parent
buying a house with elderly parent

Oct 5, 2023

Buying A House With Elderly Parent: 10 Things To Know

trapped caring for elderly parents
trapped caring for elderly parents
trapped caring for elderly parents

Sep 14, 2023

I'm Trapped Caring for Elderly Parents

401k and minors
401k and minors
401k and minors

Oct 5, 2023

401(k) and Minors: Can a Minor be a Beneficiary?

How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k

Sep 12, 2023

How to Self-Direct Your 401(k): Take Control of Your Retirement

grandparents
grandparents
grandparents

Aug 3, 2023

The Ultimate Guide to Decluttering and Simplifying Your Home as You Age

Aug 3, 2023

The Essential Guide to Preparing for Retirement

Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)

Aug 3, 2023

Estate Planning For Blended Families (Complete Guide)

Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)

Aug 3, 2023

Estate Planning For Physicians (Complete Guide)

are you legally responsible for your elderly parents
are you legally responsible for your elderly parents
are you legally responsible for your elderly parents

Jul 14, 2023

Are You Legally Responsible For Your Elderly Parents?

Multi-generational family walking through a field
Multi-generational family walking through a field
Multi-generational family walking through a field

Jun 7, 2023

How To Travel With Elderly Parent: Here's How to Prepare

Retirement center
Retirement center
Retirement center

Jun 6, 2023

Checklist For Moving A Parent To Assisted Living

Elderly parents with son
Elderly parents with son
Elderly parents with son

Jun 6, 2023

How to Set Up A Trust For An Elderly Parent: 6 Easy Steps

Daughter helping her mom review paperwork
Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

Jun 6, 2023

How To Stop Elderly Parents From Giving Money Away (9 Tips)

Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

Jun 6, 2023

Should Elderly Parents Sign Over Their House? Pros & Cons

A couple looking at their computer
A couple looking at their computer
A couple looking at their computer

May 17, 2023

Estate Planning: A Comprehensive Guide

Helping elderly parents - the complete guide
Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

May 2, 2023

Helping Elderly Parents: The Complete Guide

Family seated on sofa having a discussion
Family seated on sofa having a discussion
Family seated on sofa having a discussion

May 1, 2023

Trustworthy guide: How to organize your digital information

Person signing a document
Person signing a document
Person signing a document

Apr 15, 2023

Can My Husband Make a Will Without My Knowledge?

Son on father's shoulders
Son on father's shoulders
Son on father's shoulders

Apr 15, 2023

What is a Last Will and Testament (also known as a Will)?

A couple looking at a document with a calculator
A couple looking at a document with a calculator
A couple looking at a document with a calculator

Apr 15, 2023

Can A Wife Sell Deceased Husband's Property (6 Rules)

Paper shredding
Paper shredding
Paper shredding

Apr 15, 2023

Should I Shred Documents Of A Deceased Person? (5 Tips)

Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

Apr 15, 2023

Can I Change My Power of Attorney Without A Lawyer?

Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

Apr 15, 2023

Can You Have Two Power of Attorneys? (A Lawyer Answers)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Apr 15, 2023

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

Apr 15, 2023

Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

Apr 15, 2023

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

Woman talking with an advisor in a house
Woman talking with an advisor in a house
Woman talking with an advisor in a house

Apr 15, 2023

Estate Planning For High Net Worth & Large Estates

Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

Apr 15, 2023

Estate Planning For Irresponsible Children (Complete Guide)

How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

Apr 15, 2023

How To Get Power of Attorney For Parent With Dementia?

I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

Apr 15, 2023

I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

Apr 15, 2023

Is It Better To Sell or Rent An Inherited House? (Pros & Cons)

Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice

Apr 15, 2023

Is It Wrong To Move Away From Elderly Parents? My Advice

Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know

Apr 15, 2023

Moving An Elderly Parent Into Your Home: What To Know

Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

Apr 15, 2023

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

Apr 15, 2023

Who Can Override A Power of Attorney? (A Lawyer Answers)

Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

Apr 15, 2023

Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

Apr 15, 2023

How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)

Feb 1, 2023

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide

Feb 1, 2023

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)

Apr 15, 2022

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?