Resource Center

It is important for your named beneficiaries on investment assets to match your estate plan. Learn why such consistency matters and other considerations for naming an account beneficiary.

Read more - Why Beneficiary Designations Must Coordinate with Your Estate Plan


The second post in a series discussing options for paying medical bills post-accident, this article describes the four most common types of health insurance and how subrogation, or reimbursing the health insurer for accident-related medical expenses, works with each.

Read more - Paying Medical Bills Post-Accident: Health Insurance


Making the decision to get divorced is a difficult one, as is the manner in which you choose to get divorced. Your first meeting with any attorney should include a discussion of the available methods of dispute resolution, including the likelihood that your spouse might engage in alternatives to litigation.

Read more - The Divorce Process: Which Method Is Right for You?


By creating and implementing a temporary modifiable transition/succession plan, or emergency succession plan, you are able to preserve the maximum value of your business while providing a more secure future for your family and key employees. This resource shares the basic foundation for such a plan.

Read more - Emergency Succession Plans: Does Your Business Have One?


If you are getting a divorce, wanting to move on with your life is perfectly normal. There are, however, some important considerations when deciding whether to start dating while your divorce is in progress. It it considered adultery? Can dating affect custody? Learn more.

Read more - Can I Start Dating During Divorce?