Few of us want to think about a future where we may not be able to make our own decisions about our finances. Yet many people over 65 find themselves with physical or mental illness that limits their ability. That is why incapacity or disability planning is so important. Without proper planning, your family and …
There are many financial assets that will not automatically pass through a will. These include life insurance policies, retirement accounts, and other non-probate assets. For many people, these types of assets make up most of their net worth. There are many ways to ensure that these assets go to the right people upon your death. …
Beneficiary Designations: When A Change is Necessary Read More »
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