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Are My Beneficiary Designations Really Important?

Posted on : July 19, 2018, By:  George Dillon
Are My Beneficiary Designations Really Important?

As Martha’s family began to settle her estate, they learned that she had prepared an estate plan that split her assets evenly between her four children. This seemed fair to everyone. Then, the executor of her estate learned that Martha had designated beneficiaries for two large bank accounts, three savings accounts, and her two insurance […]

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Choosing the Right Personal Representative

Posted on : July 17, 2018, By:  George Dillon
Choosing the Right Personal Representative

It’s hard to think about putting together an estate plan. One of the most important things – once you take that momentous step – is choosing the right personal representative. The term “personal representative” sounds fairly simple. However, it’s just not that easy. Your cousin Freddie might be a great guy to play softball with, […]

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How to Write Your Digital Assets Inventory

Posted on : July 14, 2018, By:  George Dillon
How to Write Your Digital Assets Inventory

Jason powers up his laptop shortly after waking every morning. He checks email and news sites while drinking his morning latte. Then, it is time to review his investment accounts and make sure that direct deposit hit his checking account. Finally, Jason may pay a couple of bills while listening to his favorite playlist on […]

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What Happens at a Real Estate Closing?

Posted on : July 12, 2018, By:  George Dillon
What Happens at a Real Estate Closing?

Lauren and Christopher closed the deal on their new home. After pouring some champagne, they started wondering what happens next. Will they have to provide more documents? Sign papers? They know they’ll have to attend a ‘closing.’ But, what really happens at a real estate closing? Closings are typically handled by closing agents who may […]

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Spring Cleaning: Dust off Your Life Care Plan Docs

Posted on : June 4, 2018, By:  George Dillon

Spring has sprung! At least in some areas of the country. Many people’s thoughts turn to an old standby – spring cleaning. If you’re not familiar with it, spring cleaning is a time for people to clean their houses from top to bottom, inside and out. Everything gets a good wipe down. Items that are […]

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