Loading...

Category: Beneficiaries

school woman holding books

Estate Planning Documents For Your College Student

As some colleges prepare to reopen in the next couple of months, college students are beginning to compile their to-do lists. If your child is moving into college, you may be helping them gather all the necessary materials, like their bedding and furniture, and perhaps some paperwork they need to fill out beforehand. The question […]

Read More
Canva - Man And Woman In White Crew Neck Shirt Looking At A Laptop (1)

The Importance of Updating Beneficiaries on Retirement Accounts and Life Insurance Policies

Over our lifetime, we will encounter important life changes, whether it be the birth of a child, the start or end of a marriage, or the passing of a loved one. When it comes to retirement benefits planning and life insurance policies, you must review and update your beneficiaries regularly. At the least, you should […]

Read More
Sessa Dorsey | Web design by NightShift Creative | © 2022