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…

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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…

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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…

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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…

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