Mutually Speaking
What Happens to Email Accounts When Someone Dies
An email account can tell a story. We use it to communicate with our colleagues, set up appointments, and keep in touch with friends and family. Many emails are sent every day, but what happens to an email account when someone passes away? They usually aren’t automatically closed. Without intervention, a deceased’s email account can…
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What You Need to Know about Required Minimum Distributions
The closer you get to retirement, the more you might start hearing about required...
Understanding Loaned Assets
There are different types of monetary assets to consider when it comes to creating a...
What to Do When a Veteran Passes Away
If you are the survivor of a military veteran, we are sorry for your loss. To help you...
Preparing for Final Expenses
An important aspect of estate planning is preparing for final expenses. As of 2023, the...
Terminal Illness: How Life Insurance Can Help
A terminal illness diagnosis is never easy, for either the individual receiving the...
Why Adding an Annuity to Your Portfolio Is Beneficial
An annuity’s place within a retirement portfolio is often understated, but fortunately,...