Month: November 2024

Creating an estate plan represents a significant step in securing your financial future and ensuring your wishes are respected. However, an estate plan is not something you should set and forget. Life changes, and so should your estate plan. Regular updates ensure...

Some financial accounts can be converted into payable-on-death accounts or POD accounts. Typically, you just have to fill out paperwork and name a beneficiary to officially set up the account as a POD account. As we have recently discussed, this is one way to help...