by HSA1 | May 20, 2015 | Estate Planning
Choosing beneficiaries to receive significant sums of money from life insurance, pensions, IRAs, and others is an important decision. Here are some factors to consider when deciding who should be your beneficiaries: Choose someone you trust enough to give a...
by HSA1 | Mar 18, 2015 | Estate Planning
I always tell my Estate Planning clients to discuss their wishes regarding incapacity and end of life with their loved ones. Having documents such as Wills, Durable Powers of Attorney, and Advance Directives (Living Wills) are necessary, but they will only take you...
by HSA1 | Mar 11, 2015 | Estate Planning
When many people think of Estate Planning, they think of either the elderly or the wealthy. In fact, all people need Estate Planning. “Estate” simply refers to anything you own or rent, any checking/savings accounts, etc., so everyone has an estate. In...
