Posts Tagged ‘ beneficiary designation ’

Interview: Young Adult With Digital Assets But No Will

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It has been said that young adults without significant assets do not need a will.  In response, I present an interview with my friend “F”. F is in her mid-20s.  She has full-time employment and also runs a side photography business.  She is single and childless, but she has a serious boyfriend.  Her divorced parents…

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Interview: Middle-Aged Person Without an Estate Plan

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Let me open by quickly sharing a favorite joke:  “What’s the difference between ignorance and indifference? I don’t know and I don’t care.” If you have thus far avoided creating an estate plan, ignorance and indifference may be two big reasons why.  Read more...

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