We are wrapping up our discussion about health savings accounts. When we left off in our last post, we were talking about some of the advantages of HSAs and the differences between HSAs and other tax-advantaged programs.One of the key differences between a flexible...
Month: August 2015
read more
Avoid conflict by keeping beneficiary designations up-to-date p2
We are talking about the importance of keeping estate plans up-to-date. It's an easy thing to forget -- we don't watch our wills and trusts the same way we do our IRAs and 401(k)s. A will may not be sensitive to market conditions or Federal Reserve interest rate...
Avoid conflict by keeping beneficiary designations up-to-date
Estate planning professionals generally agree that developing the plan -- writing the will, signing the trust documents, drafting a healthcare power of attorney -- is the first step, not the only step, toward ensuring your wishes are followed when you die or if you...