Feb 26, 2024 | Beneficiaries, Estate Planning, Family
In this article, we’ll explore how not to name beneficiaries on your life insurance and how to name beneficiaries to ensure your loved ones have the funds they need to thrive when something happens to you. DO NOT Name a Minor As The Beneficiary of Your Life...
Feb 19, 2024 | Children, Estate Planning, Family
In this article, you’ll learn what has changed under the new rule and how grandparents can leverage it to support their grandchild’s educational pursuits. Understanding the 529 Account What exactly is a 529 college savings account? It’s a special savings...
Jan 29, 2024 | Estate Planning, Family, Trust, Trustee, Wills
Keep reading to learn what steps need to be considered when estate planning for someone with more advanced dementia. Seek a Cognitive Evaluation If your loved one’s cognitive capacity is in question, seeking a professional evaluation is a prudent and proactive step in...
Jan 21, 2024 | Estate Planning, Family, Trust, Trustee, Wills
In this article, we’ll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected. Understanding Incapacity When the effects of dementia make it difficult for a...
Jan 15, 2024 | Death, Estate Planning, Family
In this article, we explore practical and heartfelt ways to hold space for your loved ones who are mourning. 01 | Express Empathy When someone is grieving, the simple act of expressing empathy can provide immense comfort. Let your loved one know you’re there for them,...
Jan 8, 2024 | Beneficiaries, Estate Planning, Family
This week, we explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re in a blended family to ensure your retirement account assets go to the right people in the right...
