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Category Archives: Estate Planning

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Estate Planning – Who Gets Your Personal Property

Estate PlanningBy Susan GrahamMay 16, 2017

Do you have the “wrong” beneficiary for your life insurance and retirement accounts? How will you know?

How Often to Review Your Estate Plan

Estate PlanningBy Susan GrahamApril 11, 2017

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?

Estate PlanningBy Susan GrahamFebruary 28, 2017

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?

Estate PlanningBy Susan GrahamJanuary 30, 2017

Do you have the “wrong” beneficiary for your life insurance and retirement accounts? How will you know?

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