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Category Archive:
Estate Planning


No Kids Shouldn’t Mean No Estate Plan

Estate planning can sometimes feel overwhelming for individuals without children or close family members. You may not know who should receive your estate, who should be the executor of your will, or whom you should trust with important decisions should you become incapacitated.

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Estate Planning Tips for Newlyweds

2014 12 Lauren signatureThese are a few tips to help protect yourself and a new spouse when starting your life and finances together:

 

newslywed1. Make sure to make changes to all beneficiaries on life insurance and retirement accounts.  Too many times these do not get changed and life insurance proceeds will go to an ex-spouse or to parents instead of the intended spouse.

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