Have you taken the time to carefully review the beneficiary designations on your IRAs and other financial accounts? Perhaps you opened the accounts many years ago when your circumstances and the individuals you wanted to benefit were different.
ESTATE PLANNING Most people would like to control how their money gets used as they get old and where they would like it to go after they pass away. Those wishes form an individual’s legacy intentions. It’s good to put them down in writing. This is Estate Planning. It’s Step 2 in planning for your […]
Likely, the biggest life-changing event you’ll ever face is the death of your spouse. In addition to the deep emotional wounds that such a loss brings, financial matters must be tended to. It may seem harsh to address finances at such a time, but it needs to be done in order to carry on. The […]