• Planning With Life Insurance

    Plan now, provide later. That’s the basic idea behind life insurance. You pay premiums now to help provide protection for your loved ones later on. Buying life insurance today can help your family cover everyday living expenses or any bills you may leave behind. Life insurance is best considered as part of your overall plan or life situation.

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  • FAQs for Beneficiaries and Executors

    An article covering frequently asked questions by executors and beneficiaries for AARP members from New York Life.

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  • Introduction To Estate Planning

    There is a widespread misconception that "estate planning" is of importance only to the wealthy. This article should help you recognize a number of other significant issues that deserve everyone's attention.

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  • Knowing How It All Works

    Understanding how assets pass from the deceased to the beneficiary is the first and most important step of the inheritance process. A deceased person's assets can either pass through probate or outside probate.

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  • Tips For The Surviving Spouse

    When you lose your spouse, there are a number of things to deal with. What benefits are you entitled to? What kinds of expenses and payments are you now subject to? Where is my money coming from and where is it going?  The checklist below can help get you started on finding the answers.

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  • Tips For The Executor

    The executor of a will is the representative legally in charge of handling the probate estate and fulfilling the deceased's financial obligations. Here are some tips to guide you through the process of settling the deceased's estate.

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