If you have life insurance or a retirement plan you’re certainly familiar with beneficiary designations (BDs). BDs give you the
Last week I meet with a man who recently moved his father into a nursing home. His father doesn’t have
I recently finished helping two separate clients with their estate planning. After we signed all of their documents, they both
May is graduation month. This is a time when many of you may be celebrating your children’s academic achievements, and
Several years ago, my son had some reconstructive surgery. My wife spent hours researching doctors before choosing a doctor in
I was asked to look over a Last Will and Testament that was recently drafted by an attorney in town. I
I recently met with a couple who wanted to update their estate plan. Early in the meeting, the wife said matter-of-factly,
I recently worked with a man whose situation illustrates how important it is to have an estate plan in place.
Today, the Trump Administration, the House Committee on Ways and Means, and the Senate Committee on Finance released a long-awaited
Most people agree that some type of life insurance is very important. I certainly believe it is, which is why
