by Christine | Feb 24, 2016 | Beneficiary Designation, Beneficiary Forms, Estate Planning |
We can't say it often enough: make sure to update your beneficiary designations. Even if you never get divorced or have children, you should still check those designations every few years. Updating beneficiary designations is usually the simplest part of estate...
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 | 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...
by Christine | Jun 16, 2014 | Beneficiary Designation, Beneficiary Forms, Estate Law, Individual Retirement Accounts (IRA) |
Finally your will is finished, and you can sleep soundly knowing that your heirs will receive the assets that you intend. Right? Not necessarily. If you've got a will, you may feel like you are all set when it comes to your estate plans. But does your will have a...
by Christine | May 8, 2013 | Beneficiary Forms, Estate Planning, Estate Tax, LIfe Insurance, Trusts, Wills |
Consider the people who fill out forms designating who inherits assets like an insurance policy and then never go back and revise the forms when, for instance, they divorce and remarry. And then, there are the parents who have not determined who will serve as...
by Christine | Feb 27, 2013 | Beneficiary, Beneficiary Forms, Wills |
Do you love your beneficiaries enough to take the time to check up on your beneficiary forms for your retirement accounts? You want to ensure the your plans are carried out for your loved ones when you are no longer here, and your will is the powerful tool you have...
