Monthly Archives: February 2014

When’s the Last time You Reviewed your Beneficiaries?

It isn’t often discussed, but estate planning (or lack of estate planning) isn’t the only way assets pass to heirs.  A very common way an heir receives assets is pursuant to a beneficiary election or payable upon death contract.  Passing assets via a beneficiary status is not limited to just qualified retirement accounts and life…Continue Reading

February 2014 Net Worth Update

One of my goals in 2014 was to have a conversation with the partners at my firm about my base pay.  It was amazing how easy they made the conversation!  We came to a very agreeable outcome.  I still believe I am being paid under what I might be able to get elsewhere, but I…Continue Reading

Everyone has a Default Estate Plan

It is amazing how many people believe that when someone dies without a Last Will and Testament the surviving family (and mistresses) are paraded in front of a judge and possibly even a jury to argue who the decedent loved more.  I hate to burst the bubble of anyone who loves “legal” TV shows but…Continue Reading