Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Why Are Some Seniors Upsizing Rather than Downsizing in Retirement? September 1, 2023 by Evan H Farr, CELA, CAP Q. My neighbors recently retired from work and put their house on the market. Their kids have all moved out, and it’s just them and their dog. At their retirement party, they showed us a picture of the house they were building. It … [Read more...]