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Beneficiary Designations

The day Bob got hired to work for Acme, Inc. he went through a bunch of paperwork with the HR office.  He signed some forms about his health insurance, maybe an employee manual, his group life insurance beneficiary, and maybe his 401k or retirement beneficiary.  He probably named his wife, Wilma, as the primary beneficiary […]

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Powers of Attorneys and Trusts

The other day I was talking to a new client and he told me that he recorded his financial power of attorney with the county because he “had to since he has real estate.”  I can only imagine where he got this advice but it’s just simply wrong. It’s wrong for so many reasons. I […]

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