March 2026

One of the first things I ask new clients is when they last reviewed the beneficiary designations on their financial accounts. Retirement accounts. Life insurance. Bank accounts with a payable-on-death designation. Investment accounts. The answer is almost always the same. They filled out the forms years ago during a job change or when they first […]

Real estate can be owned in several different ways. The form of ownership, or how your property is titled, can determine how much control you have over it, how vulnerable your property is to creditor claims and lawsuits, and what will happen to it at your death.  Individual Ownership One of the most common ways