Comprehensive Benefits of America, LLC

"So many people treat their last wishes like a state secret and don’t want anyone to know how much wealth they have or where they intend it to go. This often creates conflict, especially if there’s anything unexpected in their plan...
...think about these questions before it's too late."

Warren Buffett’s 5 estate-planning tips are just as valuable as his investing advice If you think he’s smart about money, wait until you hear what he has to say about wills

If done properly, a Trust could protect your estate from unneeded costs and challenges, while giving you more control over how your assets are distributed after your death. Read on to see if a trust is right for you.

Don’t Make This Mistake — Create a Trust Instead of a Will If you are at a stage in your life when you're thinking about how you'd like your assets to be distributed after you pass, you might want to consider establishing a trust instead of (or in addition...

Disconnect between employers and employees on .
Sixty-five percent of millennials say they completely control their finances compared to 54% of Gen X and Y employees.

Report reveals disconnect between employers and employees on financial wellness Sixty-five percent of millennials say they are completely in control of their finances compared to 54% of Gen X and Y employees.

3 Reasons to Seriously Consider Using a to Pass Inheritance to Your Family

3 Reasons to Seriously Consider Using a Living Trust to Pass Inheritance to Your Family How a living trust can help secure your legacy seamlessly and quietly.

1,200 employers and 2,000 employees revealed that 50% of workers say they could not afford more than $1,000 in out-of-pocket expenses for an unexpected medical event. Moreover, 27% would be unable to afford a $500 expense.

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The drama surrounding Aretha Franklin’s estate is a stark reminder of the necessity of clear planning. Families can be left in turmoil without a definitive and legally sound will, and the decedent’s wishes may not be honored as they intended.

Navigating the Twists and Turns of Aretha Franklin’s Estate 5 Years Later: Lessons Under Texas and Florida State Laws | JD Supra Aretha Franklin, the legendary Queen of Soul, passed away on August 16, 2018 from pancreatic cancer at the age of 76 in Detroit, Michigan.  She left a...

Too many people underestimate estate planning because it can be complicated and uncomfortable. Determining how your assets are distributed during and after your lifetime is still important to maximize your family's financial well-being. A is a powerful tool that is perfect for many people

Is a Living Trust Really the Best Way to Pass an Inheritance to Your Family? | The Motley Fool Find out if a trust is the right tool for your estate planning goals.

Only 73% of civilian workers have access to an employer-sponsored retirement plan, meaning more than 38 million working adults have been left entirely on their own to figure out how to prepare for retirement.

Doubling down on ongoing benefits-focused financial education for employees Employers need more frequent and continuous benefits education throughout the year, and not just during open enrollment.

Championing in the workplace is not just about driving inclusivity but about recognizing and tapping into a potential talent pool that can bring remarkable skills to the table.

Advocating for neurodiversity can yield significant value and competitiveness within the benefits industry while promoting a more accepting and understanding society.

How benefits advisors can support neurodiverse employees Benefits advisors play an essential role in cultivating workplaces that celebrate and support neurodiverse employees.

More than 6.25 million pets across North America were insured this past year
Protect your savings with .

Pet insurance gross written premiums grew more than 20% in 2023 The sector's gross written premiums have been growing by 20%-30% annually since 2020.

"People are recognizing that building wealth isn't enough – they want to protect what they've already created, too," Mitchell said. "This year, more Americans say they want to play better defense so the unexpected surprises that arise aren't so disruptive to their financial lives."

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As financial insecurity hits record high, employees need help protecting their assets Younger generations are adding a side hustle or second job at a heightened rate and more than half of adults expect inflation to increase this year, according to a new Northwestern Mutual study.

A is important to just about everyone, but especially so in households.

Estate Planning for Hispanic Households | LifeLegacy A legacy is important to just about everyone, but especially so in Hispanic households. Learn how estate planning is critical for Hispanic and Latino Americans.