Ensure That Your Loved Ones Call the Right Doctor

Ensure That Your Loved Ones Call the Right Doctor

As in previous years, improving physical health ranked among the top goals that Americans set for themselves in 2025.1 But while goals like losing weight and building strength remain popular, there is a growing emphasis on overall well-being, including mental health...
3 Asset Protection Tips You Can Use Now

3 Asset Protection Tips You Can Use Now

A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a...
How a Beneficiary Designation Works?

How a Beneficiary Designation Works?

Beneficiary designations take precedence for distribution over other documents in an estate plan.  The individual or entity you name as an account beneficiary will automatically receive the money or account, usually without it passing through the court-supervised...