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If you've been following along, we recently started a discussion about estate planning while pregnant. So, if you're expecting a new baby, here are 3 more tasks you should do right now! Estate Planning While Pregnant Task #5: Designate Powers of Attorney We often think of powers of attorney (also known as POA) during medical…

Are you expecting a new baby? Congratulations! Bringing a new baby into the world is an incredible gift, but it can also be quite overwhelming.  While there is certainly enough to keep you occupied during those 9 months of waiting, don't forget to start putting a plan in place should the unforeseen ever happen to…

There are generally two main reasons why you would start the process of estate planning: to protect any minor beneficiaries in your care or to protect adult beneficiaries from making bad decisions. As part of that process, your finances are reviewed and your retirement plan is taken into consideration. That said, our world has dramatically…