Powers of Attorney
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. [...]
Retirement Plan Beneficiary Designations -What You Need to Know
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 [...]
Amending Your Tax Return
Amending Your Tax Return-Why & When Amending your tax return allows you to change your tax information with the IRS. Why would you want to file an amendment? When should you do so? We will answer these questions and [...]
Understanding Your Life Insurance Policy
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 [...]
How a Revocable Living Trust Works
How a Revocable Living Trust Works Most have seen an ad for a Revocable Living Trust. You may have heard that it helps you avoid probate while still maintaining control of your assets. It may sound too good [...]