Who are your Beneficiaries?
One of the simplest yet most overlooked parts of financial planning is keeping beneficiary designations current. These instructions—attached to IRAs,…
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Estate Planning 2.0
I recently gave a talk to the local Parkinson’s support group, such wonderful people. During the talk, we reviewed a…
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Estate Planning for Pets
Marley has been in our family for nearly 7 years. She was our first and only family pet, if you…
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Estate Planning Around the Holiday Table?!
Periodically, I will see articles highlighting what a great opportunity the holidays are for discussing your estate plan. The idea…
