Myths and Frequently Asked Questions
Planning for the Recently Retired Myth #1. My level of employment should have no impact on what happens after my death. Because your paycheck from your job typically pays your …
Have You Thought Through Your Retirement Plans?
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on …
Changing the Beneficiary on a Treasury Bond
The goal for my clients is to put all their assets in the trust we create together. This includes Treasury Bonds. You can find the paperwork for changing the beneficiary …
Goodness Gracious! What Jerry Lee Lewis’s Estate Plan Could Look Like
Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate. Celebrities can give us a glimpse into lifestyles beyond our …