What Happens If You Don’t Name Beneficiaries?

Benjamin LongBeneficiaries, Guardians, IRA, Minor Children

The Importance of Naming Beneficiaries for Your AccountsRetirement Accounts and Beneficiary Designations“If you’ve had an IRA and a 401(k) for many years, you may occasionally …

Coronavirus Makes Estate and Tax Planning an Urgent Task

Benjamin LongBeneficiaries, Minor Children, Special Needs, Trusts

The Urgency of Estate Planning During the Covid-19 Pandemic “What may have seemed like something to take care of ‘one day,’ has turned into a …

Top 10 Reasons To Get Going on an Estate Plan

Benjamin LongAssets, Estate Planning, HIPAA Authorization, Inheritance, Minor Children, Wills

Importance of Estate Planning “It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was …