Do You Have The Wrong Beneficiary Name?
Do you have the “wrong” beneficiary for your life insurance and retirement accounts? How will you know?
DetailsEstate Planning – Are You an Organ Donor?
As we all know, death and taxes are two certainties in life. When your death occurs, your family and loved ones won’t have to make a decision at such a difficult time about donation of your organs and/or tissue if you communicate those wishes to them now. Be aware that there are a number…
DetailsYour True Wealth and Wisdom – Have You Shared It?
Have you shared your stories – your “wealth and wisdom”? Get the details in this recent video from Susan M. Graham.
DetailsIdentity Theft Protection as Part of an Estate Plan
I spoke with a police officer this week who reminded me that many crooks are old fashioned and still steal personal information from trash put out for garbage collection. Then there are the dishonest who take information illegally by accessing computers. One way to slow these people down, reducing your exposure to identity theft and…
DetailsIs Your Estate Plan a Bag Over Your Head?
Is your estate plan a “bag over your head”? Get the details in this recent video from Susan M. Graham.
DetailsEstate Planning is Planning for Living Too
My Cousin Kathie died at age 99. Her last few years were harder for her physically because she could not see well, could not raise her arms and she kept losing her grip on items. Kathie’s caregiver tried to keep her daily life as normal as possible. Four simple changes made life easier for Kathie…
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