What a Will CanNOT Do. Part III.

A Will cannot name the beneficiaries of your IRA.  Or your 401(k).  Or your SEP or Simple retirement plan. THIS POST IS VERY IMPORTANT.  PLEASE READ.  If you only remember one thing from reading our blog, I hope it is this post.  Because it can save thousands in income taxes. This post applies only to Read More

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What a Will CanNOT Do.  Part I. 

A Will cannot change the beneficiary of a life insurance policy. This is one of those simple rules that a lot of people overlook…or they just assume that when they get that fancy “witnessed and notarized” Will in their hands that all is well. Not so fast.  When you buy a life insurance policy, you Read More

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