Everyone knows that lawyers don’t sell insurance. So, when a lawyer recommends a particular type of coverage, you know it’s not to make a sale. Knowing your …
Estate Planning
Making Good Use of Your “PODs” and “TODs”
If there was a simple way to get assets to your loved ones faster and easier after you are gone, would you do it? Using a “payable on death” or “POD”, also …
[Read more...] about Making Good Use of Your “PODs” and “TODs”
Estate Planning 101: Tools in the Toolbox
Clients often ask me about the basics of estate planning, to help them organize their thoughts and to create the best plan for them. Here's an overview. I …
[Read more...] about Estate Planning 101: Tools in the Toolbox