Monthly Archives: May 2017

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22 05, 2017

Powers of Attorney

By |2019-03-11T20:41:11-07:00May 22nd, 2017|Legal Documents|0 Comments

Powers of Attorney: Essential Estate Planning Documents Powers of attorney are an essential component of every successful estate plan. They allow you to name a trusted person to take care of specific things for you when you are incapacitated. There are several different types. The main ones you should have are a durable financial [...]

19 05, 2017

Retirement Plan Beneficiary Designations -What You Need to Know

By |2019-03-11T20:41:12-07:00May 19th, 2017|Advisory|0 Comments

Beneficiary Designations-The Basics Retirement plan beneficiary designations refer to the people you name to receive your retirement account funds when you pass. Who you choose to be your beneficiary can have several different implications, so it is important that you understand the consequences before you name your beneficiaries. In this article, we will go [...]

3 05, 2017

Understanding Your Life Insurance Policy

By |2019-03-11T20:41:13-07:00May 3rd, 2017|Financial|0 Comments

Figuring Out Your Life Insurance Policy Understanding your life insurance policy is extremely important. It will help you to understand the right and obligations that you have under the contract. However, reading and understanding your policy is not the easiest accomplishment. For that reason, we have created this list to help you as you [...]