Month: May 2022
May 31, 2022
Estate Planning: How to Choose Your Fiduciary
Selecting who you want to handle your affairs when you’re no longer able to is an important decision. An Executor is the…
May 24, 2022
Planning Strategies for Retirement Plan Assets: The Retirement Plan Trust
Your retirement plan assets are likely some of the largest assets you own. Because retirement plan assets are subject to complex regulations,…
May 17, 2022
Ages with Grace Series: Fitness Trackers and Smart Watches
While much of the aging process is out of our hands, prioritizing our health is one way we can take some control….
May 10, 2022
Take Charge: Avoid the Risks of an Out-of-Date Estate Plan
Getting your estate plan in place is a significant—and essential—undertaking. Working with your attorney and checking estate planning off your to-do list…