Over the years, we’ve had conversations with many clients who share a similar goal: “We want the vacation home to stay in the family.” It’s a wonderful goal but making it a reality often takes more planning than families realize. For many, the vacation home is much more than a piece of real estate. It’s …
The Importance of Beneficiary Designations
An article in the Wall Street Journal serves as a good reminder of the importance of creating and also revisiting your beneficiary designations. Typically, when you buy life insurance, sign up for employer-paid life insurance or open a retirement account, you’re asked to designate either a person or entity to receive the proceeds after you …
