Blog Archives

5 Reasons to Review Your Estate Plan At The Start of the New Year

Creating an estate plan to protect your financial future and that of your family is just the first step in the estate planning process. Once those documents are executed, you will still need to review your plan annually to ensure

Posted in Estate Planning

Think About Your Beneficiary Designations Over the Holidays

When you look around your holiday table this year, you will probably not be thinking about the beneficiary designations on your 401(k), IRAs or life insurance policies. But perhaps you should.

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Posted in Estate Planning

Start Spring Cleaning with these 5 Estate Planning Tips!

Start Spring Cleaning with these 5 Estate Planning Tips! As we start preparing for the Spring by cleaning and organizing our homes, it is also a good time to organize our property and plan for our loved ones. This process

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Posted in Estate Planning, Long Term Care, Medicaid