by admin | Jul 24, 2019 | Articles & Information
On the surface, it may seem that beneficiary designations don’t have a lot to do with your estate planning. However, anything to do with your financial worth – anything you own – affects your estate. In this article, we will consider the importance of coordinating...
by admin | Jul 17, 2019 | Articles & Information
Some mysteries are minor like: Why do socks disappear in the dryer and why does time move slower as you approach home after a long trip? However, there are mysteries that affect some of your most important decisions. For example, people may have heard the word...
by admin | Jul 10, 2019 | Articles & Information
After being injured in a car accident, Jody didn’t know where to turn. Medical bills piled up, her car was totaled, and her boss wanted her back at work pronto. She had heard of people being compensated for their losses through a personal injury claim, but she needed...
by admin | Jul 3, 2019 | Articles & Information
Family may be the biggest reason people put together their estate plan. However, according to a recent survey, family conflict may be the biggest threat to your plan. And the Survey Says . . . At a recent meeting of the Heckerling Institute on Estate Planning,...
by admin | Jun 26, 2019 | Articles & Information
The closing on Emily’s house just happened to coincide with her all-expenses paid, non-refundable Caribbean cruise. The closing documents had to be signed in person, by either Emily or someone with her authority. She honestly did not know what she was going to do....
