Year: 2023

How to Preserve Retirement in A Tough Economy

Financial markets are similar to ocean waves with their constant rise and fall. The falls often result in crashing, unnerving the most stoic individuals, particularly the closer you get to retirement. You may not be able to avoid every pitfall, but there are ways to preserve your finances, keeping them more steady in an unsteady…

Read More

Understanding FDIC Insurance for Payable on Death Accounts

As estate planning attorneys, we often remind clients that their estate plan isn’t done when they have signed their will or trust.  Just as important are the beneficiary designations of their assets. Recent events have prompted questions about beneficiary designations of bank accounts and their effect on the amount of FDIC insurance.  In this blog…

Read More