Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Plan Your Lifespan: A No-Cost Tool for Planning in Advance June 21, 2017 by Evan H Farr, CELA, CAP Phyllis Mitzen, a 72-year-old semi-retired social worker, has worked with seniors for many years and understands the value of planning for future healthcare needs. Yet, she herself has put off the task. Phyllis’s husband is … [Read more...]