Updates, News and Reminders
Blog Categories
Blog Categories
- All
- (6) Asset Protection
- (3) Business
- (36) Living Trust
- (21) Probate
- (1) Retirement
- (3) Security
- (0) Social Media
POD and TOD Account Disadvantages
What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.
Your Summer Checklist
A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents.
Health Care Power of Attorney and Kids
Is it necessary for your children to have a Health Care Power of Attorney document? The short answer is- Maybe
Have Your Beneficiaries Been Reviewed Lately?
There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.