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Thinking About Beneficiary Designations (Part 2)
May 7, 2022
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In Part 1 of this post I discussed: 1) beneficiary designations in general, 2) order of precedence between beneficiary designations and a Will, 3) primary ...
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Thinking About Beneficiary Designations (Part 1)
April 30, 2022
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Certain assets often have beneficiary designations: life insurance, annuities (which are life insurance products), 401(k)s, IRAs and other retirement accounts. Setting up your beneficiary designations ...
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What Happens to My Stuff When I Die?
April 3, 2022
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So, you have a house, a bank account, a 401(k) and a car…then you die. What happens to those things? Well—it depends. Is there a ...
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Do You Know How You Own Your Home—Really?
March 27, 2022
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Do you really know how you own your home? What does the wording on your deed mean? If you die, what will happen to your ...
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What is a “Power of Attorney” (and why you probably need one)? [Part 5]
March 5, 2022
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In Part 1, Part 2, Part 3 and Part 4, I covered the important things you need to know about Powers of Attorney. Now that ...
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What is a “Power of Attorney” (and why you probably need one)? Part 4
February 26, 2022
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[Part 1] [Part 2] [Part 3] In the first three parts of this blog series, I discussed all the types and details about Powers of ...
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