Estate Planning

Leaving the Wrong Beneficiary on Your IRA Plan Can Be a Costly Mistake

Many savers pay little attention to retirement account beneficiaries. Do yourself a favor: Check the heirs named on your IRA or 401(k) retirement plans. Then check your parents' accounts. Click here to learn more.

5 Things to Do Now to Make Your Estate Simpler for Your Heirs

It's easy to put off doing many of these things. But get them done, and your heirs will be thankful you did.  Click here to read more.

By |2025-11-17T15:58:18-05:00January 16th, 2025|Estate Planning|Comments Off on 5 Things to Do Now to Make Your Estate Simpler for Your Heirs

Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires

  The rise of the "pet directive" lets anyone plan for their animals, not just the wealthy. Click here to learn more.

By |2024-09-12T12:09:47-04:00September 9th, 2024|Estate Planning|Comments Off on Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires

Why Everyone Needs a “Digital Death-Cleaning” Plan

Nobody wants to leave a confusing collection of files they can't open, accounts they can't access and assets they can't locate.  Don't be that person!  Click here to read more

By |2024-08-16T11:29:53-04:00August 9th, 2024|Estate Planning|Comments Off on Why Everyone Needs a “Digital Death-Cleaning” Plan
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