Talking about your end-of-life plan can feel overwhelming. For couples and families, it’s important to have an open conversation about estate planning for peace of mind at it’s all about establishing a life plan. Share the importance of your plan...
Read More ›Estate planning can be a hassle, but you can simplify the process by utilizing technology. Life Snapshot’s digital storage vault consolidates personal assets, final wishes, and lists critical document information in a single-sharable report ensurin...
Read More ›It is important to keep your financial records to help claim all your allowable income tax deductions and credits. Setting up a system now to use all-year-round will make it easier during tax time and make financial planning easier....
Read More ›A medical power of attorney can protect you and implement your wishes when the time comes. Through this document, your loved ones can make informed choices based on your preferences when you are incapable of making medical decisions for yourself....
Read More ›A key aspect of purchasing life insurance is deciding when to get coverage. This decision is affected by your age, health, and the costs of insurance. For this reason, it’s generally best to purchase life insurance at a younger age. Getting life in...
Read More ›By consolidating your assets into one custom report, you can view, and access your information in one place from anywhere internet is available across all devices. This makes it much easier to securely store and share your information digitally with ...
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