Tag Archive | "planning"

estate

Your Estate Plan Should Match Your Life Stage

Having and estate plan that matches your stage of life is important. It’s not as simple as your age.

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Beneficiary

Why You Should Get Your Beneficiary Designations Right

when you sign up for a life insurance policy, retirement account such as 401 (K), IRAs, or other investment accounts, you are required to list a beneficiary who will receive the proceeds when you pass.

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Unpartnered With No Heirs: Estate Planning Still Important

Even if you do not have a partner, children or any living relatives, an estate plan makes sense.

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Finance, retirement, savings, couple

4 Alternatives For When Your 401k Doesn’t Cut It

There’s a finite list of things you can change at work, and your employer’s less-than-stellar retirement plan probably isn’t among them.

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Life Stages And Estate Planning

Estate planning is not a one-time endeavor. Unfortunately many people believe that they do not need an estate plan until they approach retirement.

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Finance, money, couple, meeting, advisor

Medicaid Application Is More Complicated Than It Looks

There are tricks and pitfalls when filling out a Medicaid application form that an elder law attorney can help you avoid and help accelerate the process while preserving assets.

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