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Tag Archive: how to best leave assets to loved ones

How Can I Be Sure My Assets I Leave Behind Go To My Loved Ones?

John CasaSanta

During our careers the emphasis on retirement planning shifts many times.  When we begin our working careers the emphasis is on purchasing that first home.  The focus turns to our family and making sure our children have all of the essentials needed as they are raised.  During this time we are aware that someday we want to retire.  We focus on setting enough back to match what our employer is placing in the work 401K plan.  When we receive a raise or bonus often times we...

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