November 26, 2021 •
Estate Planning 
While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.
Read MoreNovember 18, 2021 •
Estate Planning 
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Read MoreSeptember 15, 2021 •
Estate Planning ![]()
As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.
Read MoreSeptember 2, 2021 •
Estate Planning ![]()
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
Read MoreAugust 12, 2021 •
Estate Planning ![]()
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
Read MoreJune 30, 2021 •
Estate Planning ![]()
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read MoreJanuary 14, 2021 •
Estate Planning ![]()
A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…
Read MoreJuly 14, 2020 •
Estate Planning ![]()
It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can't afford to put that off.
Read MoreApril 3, 2020 •
Estate Planning ![]()
During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.
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