Do you Have the Wrong Beneficiary Name
Do you have the “wrong” beneficiary for your life insurance and retirement accounts? How will you know?
“Planning With a Terminal Illness” by Nicola Melby
By Nicola Melby, CELA, Attorney, Stuart, Florida National Elder Law Foundation Newsletter, February 2018 Be sure that a DNR document has been executed and that it is readily accessible. If at home, consider folding the DNR document neatly in a baggy and affixed to the outside of the refrigerator. Most EMT workers will know…
Have You Shared Your True Wealth and Wisdom?
Have you shared your stories – your “wealth and wisdom”? Susan Graham discusses in this video.
How often should you review your estate plan?
How often should you review your estate plan? Why should you do this? Listen to Susan Graham’s advice in a recent video.