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Month: February 2023

Do new parents need an estate plan? 

You and your partner have recently had a child. Understandably, you’re looking to the future and you have no intention of going anywhere. Despite the common perception of estate planning being morbid, this is far from the truth. Estate planning can be an important...

How does a POD account work?

A Payable on Death (POD) account is just one tool that you can use when you’re trying to determine how to transfer your finances from your name to someone else’s. Many people accomplish this goal simply by naming their heirs in a will and stating how much money they...