Beneficiary Designations… It’s Not That Simple
by Kelly Pedersen, CFP® We have all likely filled out a beneficiary form at one point in our life. Often a name gets filled in, not realizing that there were […] READ MORE >
Is Your Estate Plan Missing Valuable Digital Assets?
There is a new type of asset that we all need to pay attention to when drafting our estate plans to pass assets to our loved ones. They are “Digital […] READ MORE >
Back to School Tips for Parents with Kids Heading to College
It is that time of year again where you start thinking about getting the kids back to school Many of our clients have recent grads that are heading off to college […] READ MORE >