Have You Made New Year’s Resolutions?
A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with […]
What Happens If You Don’t Name Beneficiaries?
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
Preparing for an Estate Planning Meeting
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Why Everyone Needs an Estate Plan
First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.
Estate Planning Basics You Need to Know
Estate planning can come in a variety of forms, from basic beneficiary designations when you open a bank or brokerage account to more complex and comprehensive plans.
