Should I add my child’s name to my account? My clients often ask whether or not it is a good idea to add their child name to their accounts. Adding a child as Power of Attorney (POA) on your account, may be useful if there is ever a period of time you are...
Are You Following Your Estate Plan? An estate plan is like a map to the way your life’s work should be honored. It is meant to be followed. But in order for others to follow it, you must first. Your estate plan should be a carefully thought out plan designed to...
