Estate Planning Made Easy

By Estate Planning Practice Group “I want to make things simple for my family.” This is one of the goals I hear most frequently when a person begins the estate planning process. Implementing the correct legal documents is critical in achieving this goal,...

Who’s Yo Beneficiary? No, Really.

The Surprising Importance of Proper Beneficiary Designations By Jeff Moore Most of us have some form of a “beneficiary-designation asset,” such as a life insurance policy, an Individual Retirement Account (IRA), a 401(k) or other retirement account, an...

Preparing for Retirement

By Estate Planning Practice Group Hoping to retire in the near future? Here is an overview of seven things to consider. Plan for Health Insurance Affordable health insurance is one of the biggest obstacles to retiring prior to age 65. Group coverage is typically less...