Benchmark Financial Group Blog

By Timothy Denker Recently, I met with a couple who was beginning to contemplate retirement. A family member told them they need to get Wills drawn up so they decided to find out how they should do that. "Well, we don't really have anything, so we're not sure why we would need a Will?" I can't even begin to tell you how many times people say...

If you have a family member with special needs, such as a lifelong developmental, physical, or mental disability, your personal financial and legal advisors should be made aware of this. This information is crucial in developing an appropriate estate plan. Needs-based governmental programs, such as Medicaid and Supplemental Security Income...