How to Transfer Employee Benefits After Someone Dies

Follow this checklist to transfer employee benefits after the death of a loved one, ensuring smooth management of life insurance, retirement, and other benefits.

2025-03-07T14:52:07-05:00By |Checklists, Estate Transition & Probate|Comments Off on How to Transfer Employee Benefits After Someone Dies

How to Conduct a Family Meeting for Estate Planning

Organize and lead a productive family meeting for estate planning by setting clear objectives, addressing key topics, and ensuring open communication.

2025-03-07T01:00:15-05:00By |Checklists, Estate Planning & Legal Essentials|Comments Off on How to Conduct a Family Meeting for Estate Planning
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