The Role of Life Insurance in Estate Planning: Protecting Your Legacy
Key Strategies for Integrating Life Insurance into Your Estate Plan Estate planning is an essential step for anyone wanting to manage their assets and make sure their wishes are respected after they pass. A key part of this process for many individuals is using life insurance in estate planning. Life insurance not only provides financial assistance to your beneficiaries but also serves a critical role in helping to protect your financial legacy. At B.A. Schrock Financial Group, we recognize the importance of incorporating life insurance into estate plans to meet your unique needs and goals. Here’s how life insurance […]
Ep 105: How Life Changes Impact Finances (Part 1)
In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. In this part one, we’re going to talk about these life changes from a non-retirement perspective.