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...

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...