Life Insurance: What to Avoid When Naming a Beneficiary
Here are some of the most common mistakes people make when designating life insurance beneficiaries: 1. Trying to designate beneficiaries in your Will. Naming beneficiaries in your Will does not override a properly executed beneficiary designation form. 2. Vague...Important Retirement Planning Decisions to Make With Your Spouse
Retirement planning for baby boomers is very different than it was for their parents, when it was usually just one spouse (Dad) who retired. It is now quite common that both working spouses must make a decision together on their retirement, and each may have very...Advance Health Care Directive – A Must-Have for Everyone
Every single adult needs to have an advance health care directive written, signed, and in place. This includes you, your parents, and your children as soon as they turn 18. After turning 18, your children are adults and you would not be able to access their medical...Parents With Early Alzheimer’s – Don’t Wait To Help With Money Matters
People in their 50s and early 60s may notice their elderly parents having trouble with memory loss and handling finances. One in eight Americans 65 and over and 43 percent of individuals 85 and over have Alzheimer’s disease. But financial advisors and...LIVE WEBINAR: Getting Started with Estate Planning
If you’ve been thinking of getting your Estate Plan set up, but aren’t sure how, get your questions answered at our next live seminar!
Presented by attorney Pablo Tagre.
