Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBA | Milestone Financial Planning

Hazards of Payable on Death and Transfer on Death Account Registrations in Estate Planning
Hazards of Payable on Death and Transfer on Death Account Registrations in Estate Planning
By Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBAPublished On: August 1, 2024Categories: Estate Planning, Families, Investments, Retirement, Working Professionals
Beneficiary Designations – Critical Estate Planning
Beneficiary Designations – Critical Estate Planning
By Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBAPublished On: July 5, 2024Categories: Estate Planning, Families, Retirement, Working Professionals
Second Marriage Estate Planning: How Do I Protect My Spouse Without Disinheriting My Kids?
Second Marriage Estate Planning: How Do I Protect My Spouse Without Disinheriting My Kids?
By Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBAPublished On: January 5, 2024Categories: Estate Planning, Families, Investments

Kathy