When Should You Update Your Estate Plan? A Guide to Keeping Your Plan Current When was the last time you looked at your estate plan? If you have to stop and think about it, there’s a good chance it’s time for a review. Many people think estate planning is...
FREEZING YOUR CREDIT: A SMART SECURITY STEP If you only take one proactive step this week to shield yourself from identity fraud, make it this: place a freeze on your credit reports. It costs nothing. It takes just minutes. And it’s highly effective. Once your credit...
Preparing for College: Why Your High School Graduate Needs a Healthcare and Financial Power of Attorney Congratulations! Graduation season is here, but as parents, it’s a time of mixed emotions. Watching your child graduate from high school is a proud and...
DO I NEED A TRUST IF MY ACCOUNTS HAVE BENEFICIARIES? Since you can name a beneficiary on accounts (sometimes referred to a Payable on Death or POD) such as checking and savings accounts, money market accounts, investment accounts, life insurance, 401Ks, IRAs,...
It’s not a good idea to be the only name listed on a safety deposit box and place your estate plan in the box. Once the person who leases that box passes away, no one else can access the box. That means your executor or trustee can’t get to the important estate...
Francesca VanderwallEdward Jones Advisor(815) 744-8150 You save and invest to meet a variety of goals during your lifetime: college for your children, long vacations, a comfortable retirement, and so on. But you probably also want to leave something behind – to your...
