by Christine | Aug 19, 2015 | Beneficiary Designation, Estate Planning, Retirement Planning |
For many Americans, the majority of non-real estate assets are their retirement accounts and life insurance policies. However, a large number of people forget to update their designated beneficiaries, which can lead to key assets going to unintended beneficiaries. An...
by Christine | Aug 17, 2015 | Beneficiary Designation, Estate Planning |
To the digerati – the elite of the technology world – Bitcoins are as valuable as the dollar or any other state-sponsored currency. But the rules are still under development for estate planning purposes, and planning for an estate that includes Bitcoins must...
by Christine | Jun 30, 2015 | Beneficiary Designation, Beneficiary Forms, Divorce, Estate Planning, Estates, LIfe Insurance, Trusts, Wills |
Fran had just learned that her deceased husband Ed’s life insurance proceeds were going to be paid to his ex-wife Sally. As Fran found out from her lawyer, beneficiary designations can be the trump card of estate planning. You heard that right. The ex-wife Sally will...
by Christine | Nov 11, 2014 | Asset Protection, Beneficiary Designation, Estate Planning, Individual Retirement Accounts (IRA), Wills |
One of the colossal failures in estate planning I witness when people make their wills is not coordinating the will with the overall beneficiary designations they have chosen. Does your will surpass your beneficiary designations on financial accounts? A recent Wall...
by Christine | Sep 8, 2014 | Beneficiary Designation, Estate Plan, Estate Planning, Insurance, LIfe Insurance, Living Trust, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
Why would parents procrastinate on something that it so important to their family’s well-being? The fact of the matter is that life insurance and estate planning are two topics that most people just don’t want to talk about. It is no fun to think about your own demise...
by Christine | Sep 4, 2014 | Asset Protection, Beneficiary, Beneficiary Designation, Beneficiary Forms, Estate Plan, Estate Planning, Estates, Financial Planning, Guardianships, Inherited IRAs, Inheritors, Probate, Trusts |
You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored retirement plans, IRAs, life insurance policies, mutual funds, bank accounts, brokerage accounts, annuities and...
