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Blog: Families + Estates
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Genoveva Meza Talbott
Oct 16, 20212 min read
The Shocking Truth About Beneficiary Designations
Designations can be confusing, and unintended and costly consequences can result if they are misunderstood, made incorrectly, or not made.
Genoveva Meza Talbott
Jul 2, 20215 min read
Mistakes to Avoid When Succession Planning for Your Business
Here are the top mistakes that people make when creating a business succession plan – and how you can avoid them.
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