Did you know that from a tax perspective, having your trust as a beneficiary of your retirement accounts may not…
Continuing the theme of our previous post, which shared reasons why a review of beneficiary designations for retirement plans and…
Remember how Ebenezer Scrooge learned that money isn’t everything in Charles Dickens’ classic story, A Christmas Carol? The same is…
In our previous post we shared information about the Uniform Power of Attorney Act, RSA 564-E taking effect as of…
A financial power of attorney, also known as a durable power of attorney, permits someone you, the “principal”, designate (called…
Before his untimely death last year at the age of 57, Prince Rogers Nelson, better known as “Prince,” enjoyed a…
People are generally aware that “probate” takes place after a person passes, but are typically not as aware of the…
When was the last time that you checked the beneficiary designation for your retirement account or life insurance policy? If…
As noted in our previous post, the financial and emotional implications of becoming disabled can have a profound effect on…
The financial and emotional implications of becoming disabled can have a profound effect on one’s family. It is difficult enough…