Beneficiary Designations

Written By: Jen Pieson   We talk about beneficiary designations a lot, but that’s because it’s so important. Verifying your beneficiary designations takes only a few minutes, and can avoid real problems down the line. What kinds of accounts have beneficiaries?...

Resource: “The Conversation Project”

Written By: Sarah Caine A few months ago, I wrote a blog entry called, “Difficult Discussions”. It focused on the importance of talking to your family about estate planning issues – both yours and theirs – in order to be better prepared in the...

Difficult Discussions

Written by: Sarah Caine Are there some topics that you avoid talking about…with anyone?  Even close family members?  Maybe even especially with close family members?  If you’re like most people, there are.  Some of the most difficult things to talk about are the...