Tag Archives: beneficiary designations

Millennials Need Estate Plans Too

Life has changed.  The millennial generation is marrying older and having children later, often due to an increased focus on education, career success, and life experiences before settling down.  As a result, many of the milestones that prompt individuals to engage in estate planning – a spouse, children, accumulation of wealth, poor health – are … Continue Reading

Minimize the Pain of Estate Planning in Five Steps

Estate plans are essential to minimizing conflict, protecting families, and providing financial security during incapacity or after death. While many find estate planning an unpleasant topic, taking the following steps can help minimize the pain of the process. STEP 1:  OUTLINE YOUR PLAN At a basic level, every estate plan should consider the following fundamental … Continue Reading
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