The Importance of Naming Beneficiaries

By Nina L. Falci, Client Operations Coordinator

While it may be uncomfortable to consider our own passing, it’s an important reality that deserves your careful attention.  What will happen to all the assets you worked so hard to accumulate? You'll want to spend some time thinking about a plan and putting your plan into action. The most efficient, practical, and least costly estate planning technique is to name beneficiaries on your accounts.

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What Everyone Should Know about Powers of Attorney ~ An Estate Planner’s Perspective

By James F. Anderson, Esq.

Powers of Attorney sometimes seem to be the black sheep of the estate planning family.  Trusts and Wills get all of the headlines while Powers of Attorney are forgotten.  That is a mistake. Powers of Attorney are versatile documents that can dramatically improve a person’s day-to-day life at minimal cost.   As an estate-planning attorney, I have spent a lot of time educating people about the benefits of having well-drafted Powers of Attorney.  Here are 6 important elements that I wish more people understood about Powers of Attorney.

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We Collaborate With Your Team of Experts

Do you ever wish your financial life could be more streamlined and organized? There are so many pieces of the financial pie that things can get complicated, or, even worse, fall through the cracks. Creating customized investment and wealth management solutions requires a significant amount of coordination. What if we told you there was a seamless way to make this coordination happen so you could have peace of mind and focus on living your life?

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Five Steps to Get Your Financial House in Order

By Maura C. Schauss, CFP

Imagine laying out all of your bills, investment account statements, insurance policies, and loans on your kitchen table and trying to make sense of them all. Pretty overwhelming, isn’t it? Getting your financial strategies and investments in place is critical, but sometimes the organizational aspects are overlooked. Here are five tips to get your financial house in order today.

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