Month: May 2018
May 25, 2018
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…
May 18, 2018
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…
May 11, 2018
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned…
May 4, 2018
The One Thing Every New Grandparent MUST Do As Soon as Possible
Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything — including how you approach your finances…