Estate Planning

Estate planning is a category of professional service that aims to optimize the transfer the net worth from a person who passes away to intended recipients or beneficiaries. The purpose is to maximize the wealth that is passed on to the heirs. Wealth maximization can be achieved by: reducing federal, state and inheritance taxes; minimizing or eliminating probate costs by making clear who gets what and who is in control of distributing assets, and; ensuring that enough money is set aside to pay for the various attorney, court, executor and accounting fees. Estate planning also takes into account donations to charity and the manner in which funds may be distributed to charities.

NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors

NAPFA is the National Association of Personal Financial Advisors.

NAPFA membership consists of financial advisors who provide comprehensive...

Companies: 

Southern Farm

Short Company Name: 
Southern Farm
Long Company Name: 
Southern Farm Bureau Life Insurance Company

Farm Bureau Insurance offers its customers insurance policies and

Company Type: 
Insurance Company
Address
City: 
Jackson
State: 
MS
ZIP Code: 
39205
Country: 
USA
Phone Number: 
601-981-7422
Year Founded: 
1946
Key Phrases: 

Principal Financial

Short Company Name: 
Principal Financial
Long Company Name: 
Principal Financial Group

Principal Financial Group was founded in 1879 and is headquartered in Des Moines, Iowa. Principal Financial provides individuals, business, and institutional clients a range of financial products and services that includes

Company Type: 
Insurance Company
Address
Street Address: 
711 High Street
City: 
Des Moines
State: 
IA
ZIP Code: 
50392
Country: 
USA
Phone Number: 
800-986-3343
Fax Number: 
515-247-5930
Year Founded: 
1879
Ticker Symbol: 
PFG

Northwestern Mutual

Short Company Name: 
Northwestern Mutual
Long Company Name: 
Northwestern Mutual

Northwestern Mutual is a mutual insurer that has been in operation since 1857. Northwestern Mutual offers products and services in the areas of insurance and investments. Specifically, the company offers products in the areas of life insurance, disability insurance, annuities, long-term care, mutual funds, financial planning, estate planning, trust services and other investment advisory services.

Company Type: 
Insurance Company
Address
Street Address: 
720 E Wisconsin Ave
City: 
Milwaukee
State: 
WI
Country: 
USA
Phone Number: 
414-271-1444
Year Founded: 
1857
Key Phrases: 

Guardian Life

Short Company Name: 
Guardian Life
Long Company Name: 
The Guardian Life Insurance Company of America
Founded in 1860, The Guardian Life Insurance Company of America, New York, NY (Guardian) is one of the largest mutual life insurance companies in the United States. Guardian and its subsidiaries had $41.3 billion in assets. Guardian provides services in insurance, retirement, investing, education funding, estate planning, and employee benefits. Description of company products below:
Company Type: 
Insurance Company
Address
City: 
New York
State: 
NY
ZIP Code: 
10004
Country: 
USA
Phone Number: 
212-598-8000
Year Founded: 
1860
Associated Products: 

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