Posts by Tim Stringer
Estate Planning: Organizing Your Estate Through Account Titling and Beneficiary Designations
Very often, clients will complete their estate planning documents with an attorney and find themselves asking, “What now?” They will have an impressively large stack of legal documents but no clear understanding of how these should be applied to their financial assets. This article aims to address the next step in the estate plan: the…
Read MoreA Year-End Guide to Employer Benefit Elections
With year-end approaching, many will soon find themselves navigating the open enrollment window for employer-provided benefits. This often comes with a host of available options. Some choices can seem straightforward, while others can prove more difficult. Most commonly, we understand the broad choices to be made – Yes, I should enroll in a health insurance…
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