Key Money Moments: 4 Times You Should Talk to a Pro










Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers activate at the first drops; adaptive cruise control maintains a steady pace; and upon arrival, parking assist gets you into a tight space, no problem.
A little planning now can go a long way to help take care of yourself in the future.