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Category Archives: Estate Planning

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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?

Estate Planning – Are You an Organ Donor?

Estate PlanningBy Susan GrahamJanuary 9, 2017

  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…

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