Estate Planning Checklist

Estate Planning for Incapacity or Disability [6 Documents and Insurance Policies to Know]

As people are living longer than ever, including documents and insurance that cover disability and incapacity are an important part of estate planning. In the following article we will cover the four documents and two types of insurance policies that everyone should be aware of and consider to protect their estate and legacy. Preparing for […] Read more

Estate Planning Checklist [11 Key Steps to Take]

Here is a simple way to start your own estate planning checklist. Make an list of your assets and liabilities. Everything you own and everything you owe. This is your estate. Next, make a list of all the assets in your estate and where you want those assets to go upon your death. Your plan for where […] Read more

I&E was created by a group of estate planning legal professionals and life insurance agents who, after spending years working for various groups, including larger nationwide insurance brokerages, realized that people really do appreciate being able to find affordable life insurance policies and other related products and strategies from the comfort of their very own home.

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