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Five reasons you should have an updated will — and estate plan
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Haven’t Done A Will Yet?
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Nesting During COVID-19
These are different times! COVID-19 and social distancing have created a new way of living. During this time when there is so much that is out of our control, I find myself wanting to spend time doing projects that I have control over. For instance cleaning a much neglected basement and filing our 2019 income […]
The Importance of a Beneficiary
How important is it that you complete your beneficiary designations on your retirement accounts, annuities and life insurance policies? This is just as necessary as having a Will with a thoughtfully chosen personal representative and should be a part of your estate planning strategy. It is also essential to keep your beneficiary designations current by […]
