How Beneficiary Designations Put Your Family at Risk
Many financial advisors, accountants, and even other lawyers will tell you that you don’t need an estate plan and that naming beneficiaries on your accounts is enough. But they’re not telling you about the risks you may unknowingly take with your family's financial future.
Parents, Step-Parents and Children, Oh my! Blended Families + Death = A Potential Nightmare
We are taking a look at a real-life cautionary tale about what can happen in any blended family when the parents leave decisions about their children’s care and inheritance up to their surviving spouse and the state’s laws.
What Happens To Your Social Media Account When You Die?
Ever wondered what happens to your social media accounts after you pass away? Each social media platform has its own rules, so understanding these options is essential for managing your digital accounts responsibly.
10 Steps to Take Now to Secure a Comfortable Retirement: Part 2
In the first part of our series on practical steps to take to ensure a comfortable retirement, we discussed estate planning, passing on legacy, and planning for long-term care. This week, we continue with 5 more steps, from adapting your home for comfort and safety to harnessing technology for independence. Taking these steps will give you comfort in your later years. Read more…