In my experience, most people remember to do basic estate planning tasks like adding beneficiaries or a Transfer on Death designation to important financial assets. But what about your home? Just designating a beneficiary in your will or assuming the home will pass to your children could create problems for your heirs. After all, probate […]
Check the background of this investment professional on FINRA’s BrokerCheck
Tag Archives | will
Pre & Post Planning for the Loss of a Spouse: Advice on Financial Planning for Couples
The last thing anyone wants to think about is losing their spouse to an accident or illness. The topic itself feels morbid and sad to most people, one that is best avoided for as long as possible, but in fact this subject should be addressed far ahead of time. I sadly just lost a longtime […]