When is the Right Time for Estate Planning?

Written by: Carrie L. Fellon, CFP®, CRPS Think an 18-year-old doesn’t need an estate plan? Think again. Once a child turns 18, his or her parents can no longer make medical and financial decisions for them.* Most young adults would likely want their parents to be able...

Starting the Conversation About End of Life Care

Written By: Sarah Caine, RP I wrote a blog entry a few years ago called “Difficult Decisions” which focused on the importance of talking to your family about estate planning issues – both yours and theirs – before a crisis occurs. Around that time, I found a great...

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?  Life...