Let’s break down the differences between a joint owner and a beneficiary. It sounds complex but is actually quite simple – the distinction is based on whether the person has access to funds now or later. Joint ownership is particularly common between couples or...
If you have garnered some assets during your lifetime then you most definitely need estate planning. For those of you that hear about estate planning and push it off because you think that is for people more wealthy then you… think again! The following are 5...
Creating a will is probably one of the most important things you can do for you and your family! Wills legally protect your spouse, children, and your assets. Wills lay it out exactly how you would like things handled and how you want your assets passed on. The...
