Blogs 2017-06-30T13:39:21+00:00

Blog

Potential Problems with Beneficiary Designations

Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named. It’s free, it’s easy, and, when [...]

Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected

It's that time of year - the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it's also time for you and your [...]