Retirement plan participants
Estate Planning
Wills, trusts, beneficiaries, probate and wealth transfer, including new laws and the opportunities they create.
Estate Planning
The Importance of Naming a Beneficiary
Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration.
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Estate Planning
Estate Planning Basics
It's important to work with an attorney and possibly a tax advisor / planner on your estate plan. The attorney will guide you through the creation of fundamental estate planning documents. These may include a will, health proxy and a durable power of attorney. A tax advisor /…
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An advisor who treats the retirement plan like the employee benefit it is.