Making sure your assets are distributed to your beneficiaries according to your wishes is likely why you planned your estate. But when is the last time you reviewed your estate plan, including the beneficiaries on your accounts?...
If you were to receive a large monetary gift from a loved one, what would you do with it? Every day, beneficiaries are inheriting money when loved ones pass, but they don’t always know what to do with it — even if they have their...
Losing a loved one takes a toll on us all — emotionally, physically, and mentally. As if there was not enough to work through during the grieving process, there inevitably are details to work out financially concerning the deceased....