Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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The Importance of Reporting to Credit Agencies After Death

Richard Elias

It is the respon­si­bility of the surviving spouse or the estate’s executor to notify lenders on joint accounts, to close out accounts in the deceased’s name, and to notify the three major credit agencies.

Annuity Traps Part 2: Death Benefits

Rick Rodgers

While annuities can be an important way to build wealth, many individuals don’t realize how compli­cated these insurance products can be. In this article, we’ll walk you through what you need to know about annuity contracts and the five-year-rule.

Does Your Estate Plan Still Need a Trust?

Rick Rodgers

Estate tax exemp­tions are much higher than they once were. As a result, it may be worth­while to review your estate plan and terminate trusts that are no longer needed.

Estate Planning for Pets

Patrick Carney

Do you have a plan to provide for your pets after you’re gone? We’ll cover some estate planning tips for our furry friends on this edition of Project Wealth.