Estate Planning – Who Gets Your Personal Property
Do you have the “wrong” beneficiary for your life insurance and retirement accounts? How will you know?
How Often to 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.
Who is on Your Professional Team?
Who are the professionals you are counting on for help and advice as you go through life? Listen to Susan Graham discuss this in a recent video.
Do You Have The Wrong Beneficiary Name?
Do you have the “wrong” beneficiary for your life insurance and retirement accounts? How will you know?