Monthly Archives: April 2009

Advance Directives

Last month I was asked to speak at a retirement conference on the need for everyone to have an Advance Directive. An Advance Directive is a combination of powers of attorney for medical decisions and a living will. The powers of attorney names an...

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Beneficiary Designations

Beneficiary designation is critical to your estate plan especially when naming who gets the proceeds of your life insurance proceeds and your retirement plans. These funds are transferred directly to the people you name without going through...

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