Will Archives

Who knows “Where Your Money Is?”

December 2, 2021

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.

Should I Add a Child to My Bank Account?

November 2, 2021

Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?

Beneficiary Designations Override a Will

August 9, 2021

Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.

Unmarried Couple Estate Planning

February 24, 2021

An unmarried couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.

Act Quickly to Protect an Estate

November 12, 2020

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

Do I Have to Accept an Inheritance?

October 2, 2020

No one has to accept inherited assets. Inherited assets can be disclaimed.

Protecting a Digital Legacy

June 16, 2020

The world exists just as much online as it does offline. Failing to recognize that when planning for the end of life can lead to unexpected repercussions for survivors.

Steps to Take When a Loved One Dies

May 29, 2020

When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.

When Names Change, You Should Update Estate Planning Documents?

November 20, 2019

The fact is people’s names often change. People get married and divorced, or sometimes they just legally change their names.

Too Busy for Retirement Planning?

November 6, 2019

Going straight from a busy work life to ‘retired’ can be difficult if you haven’t mapped out your path. Preparing yourself effectively involves both financial and lifestyle choices.

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