Avoiding Probate: A How To Guide

If you own bank accounts and want to reduce your exposure to probate with these assets the “payable on death” (POD) option may help you. This option offers an easy method to keep bank account out of probate court. All that is required is a form which most banks can supply naming whomever you want to inherit the money in your account at your death.

By |2019-09-10T21:22:37+00:00September 5th, 2019|Estate Planning|

Is It time For Your Company’s 401(k) Plan’s Annual Checkup?

Every night on the nightly news, it seems there is bad news about retirement plans, especially 401(k)s. The US Department of Labor has established new rules about the fees, disclosures, and management of these top-rated retirement products. More regulations were expected in May of 2016, which would have outlined the role of a financial advisor [...]

By |2019-09-05T08:51:45+00:00September 5th, 2019|401(k) Rollovers|