Even if you've already drawn up a will, if you're in one of these situations, it's a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.
The U.S. Supreme Court's recent ruling overturning Roe v. Wade could impact estate planning for same-sex couples, and should have them taking a good look at their estate plan. In Dobbs v. Jackson Women's Health Organization, the Supreme Court held that women do not have a constitutional right to an abortion. It is a remarkable […]
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’