How Not To Get Legal Advice
Becky Cholewka: I wanted to do a quick video on how not to get legal advice because, unfortunately, this is one of the biggest areas that I see a lot of people trip up on. A lot of people are getting legal advice from their tax person, their financial planner, their brother who lives in […]
Setting Up POD or TOD On Your Bank Accounts
Becky Cholewka says: I wanted to take a moment and give you a couple tips about your checking savings and brokerage accounts. One way to make sure these accounts avoid the probate process is to make sure you have a beneficiary listed on each of your accounts. That does not mean one beneficiary form per […]
Be Careful With IRA Beneficiary Forms
Despite what some people believe, retirement accounts are not included in wills. An article in the New York Times notes that who gets the money invested in a retirement account such as an IRA depends on who is named on the account’s beneficiary form. Lots of people make mistakes when it comes to retirement accounts. […]