by Nanette Duffey | May 1, 2023 | Insights, Legal Documents
No matter your age, every adult, including yourself, needs to think about end-of-life planning. Far too often, men and women are left picking up the pieces after the unexpected death of their spouse in their 40’s and 50’s and are grieving while trying to make funeral...
by Nanette Duffey | Apr 25, 2022 | Estate Planning, Insights, Legal Documents, Paperwork
No matter your age, your profession, or your season of life, you’ll want to assess your list of beneficiaries. Relationships and circumstances change, and sometimes, so do your recipients. Here are everyday life events when you want to complete an annual beneficiary...
by Nanette Duffey | Sep 21, 2021 | Bill Paying + Banking, Insights
Sometimes, marriage isn’t in the cards for many who live together. Remarriage isn’t always an option due to financially motivated reasons. Often it can be less expensive to live with a roommate. Whether you have a romantic partner or a roommate, let’s take a look at...
