Life Events

June 25, 2018

What is probate?

It is the legal process of allocating the estate to the lawful heirs as well as paying the debts of the deceased. The process typically includes: […]
June 25, 2018

Are surviving family members entitled to Social Security benefits?

If the deceased has paid Social Security for a minimum of ten years, he/she is covered. Contact your local Social Security office or call 800-772-1213 to […]
June 25, 2018

What can I do to avoid overpaying for a funeral of a member of my family?

Planning ahead is the best way to avoid overpaying for a family member’s funeral. You should know about the Federal Rule or the regulation of the […]
June 25, 2018

Should I take any particular steps with regard to the assets of the deceased?

To learn how to handle the following assets of the deceased, speak with your financial advisor. General rules are as follows: Automobiles. Find out if the […]