by Nanette Duffey | May 7, 2024 | Estate Planning, Insights, Legal Documents, Paperwork
When it comes to estate planning, drawing up a plan—and completing it—spells out your intentions for distributing your estate to your loved ones, cherished places, and favorite organizations. Getting all your affairs in order and all your accounts squared away is the...
by Nanette Duffey | Nov 21, 2022 | Insights, Insurance, Medical, Paperwork
Are you ready for open enrollment? Better get ready. November is the month most commonly associated with employers offering annual enrollment for employee benefits. Be quick, however. The window for enrollment isn’t open for very long. You’ll need to do your homework...