Western Fraternal Life :: 2017

Category: Budgeting

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As parents, you are aware of the financial concerns your children should be considering. Have that discussion with them soon. Following are a few things to review with them.

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Category: Financial

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Generally the named beneficiary of life insurance contracts, IRAs, pension plans, and tax-deferred annuities will receive the assets at the death of the insured. When the beneficiary has attained the age of majority and is a natural person, not an estate, the beneficiary will receive the assets without any probate action. Problems generally arise when there is no beneficiary designation or if the beneficiary designation is outdated or improper. Here are some general guidelines to designating beneficiaries:

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Category: Estate Planning

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A lot of people think an estate plan is only for the wealthy. But even if you're not worth millions, an estate plan is essential to help protect your heirs and ensure that your assets are distributed according to your wishes. You may also want to consider how you would like to express your “values” to your loved ones with an ethical will.

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The challenge is to buy what you can actually afford, not what you want or dream about.

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Category: Financial

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How to organize your financial records each year, using digital storage, as well as which items need to be kept original in a secure place.

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Life Insurance is a Statement of Love

There are two things that remind me the most about why you need life insurance. Both happened to my family.

Former Board of Directors Member Larry Vilda Remembered

A Future Made Easier

by Carrie Baeten, Agent for Western Fraternal Life During 22 years at Western, I have been able to provide a ray of sunshine…