The Case for Letters of Intent in Estate Planning for Special Needs Families If you polled a series of financial advisors and estate attorneys, they would likely all agree that …
But I already Have a Will?!
Bridgeworth Insights
Calendar of Events
Understanding a Qualified Domestic Relations Order and How it Relates to your Spouse’s (or soon to be ex-spouses) 401(k)
When couples divorce, assets are usually divided; however, this does not automatically extend to retirement plans like 401(k)s or 403(b)s. To ensure these assets are split, you need a Qualified …
Wealth Is… Probably Not What You Think It Is
Word association can be a funny thing. Some words that are so linked together it can be hard to think of one without the other. Some of these words make …
A Toddler’s Insight
Toddlers are known for their curiosity, asking the question “why” endlessly. My son is four, and this 3-letter word is by far his favorite. Almost any day, we have a …
Disinherited – Nobody needs to be left out.
One of the most common mistakes that we as planners see when it comes to families dealing with a special needs member is the temptation to disinherit them, especially in …