Aug 09 2019 20 mins 2
There is a lot to do and to take into consideration as we get older and near retirement. Your investments could be at risk if you don't have the proper legal documents in place. From powers of attorney to beneficiary designations to wills, you have to have these things taken care of, and correctly. Unfortunately more and more people are relying on documents downloaded from the internet. This has lead to heartache and the loss of massive amounts of money for so many people. We talk about this and what you should be aware of to prevent this.
