The Hidden Importance of Beneficiary Designations

You may think your estate plan is complete just because you’ve signed a will or trust. Not true! In every single case, if your beneficiary designations are not reviewed when you sign a will or trust, your estate plan likely will not work out as you think. Here’s what I mean: You probably have retirement accounts or life insurance policies Continue Reading →

DIY Last Will Causes Trouble for One Elderly Lady and A Large Windfall for Her Nieces

We live in a do-it-yourself world–always on the go, never enough time. But while some things are perfectly suited for the DIY approach, others simply aren’t. Take the story of Ann Aldrich, an aunt to two nieces (their father, one of Ann’s brothers, had passed away years before) and a sister to three siblings, only one of whom (another brother) was Continue Reading →