Many people are familiar with the need to designate beneficiaries for IRA, 401(k), 403(b) and other types of retirement accounts. What about non-retirement or “non-qualified” accounts? A Transfer on...
What are the different types of Power of Attorney?
Understanding the various types of Power of Attorney (POA) can save you from unfortunate situations. It doesn't matter if you’re choosing a type of POA to make decisions on your behalf or to help a...
How can I ensure my assets pass efficiently to my heirs? (Part 2)
Last month, our Q&A focused on a few steps to take to help ensure your assets will transition to your heirs in a private manner without the court system getting involved. In addition, we...
How can I ensure my assets pass efficiently to my heirs? (Part 1)
Protecting your assets and taking the necessary steps to provide a smooth transfer to your loved ones is important. Oftentimes, certain steps are not properly addressed, and a person’s assets end up controlled by the courts. Fortunately, for most people, there are simple steps you can take to ensure your assets and personal belongings transfer in a private manner.