Choosing beneficiaries is an important aspect of estate planning, but it’s one that sometimes gets glossed over. To make sure your wishes are carried out, it’s important to consider three key issues when naming beneficiaries for life insurance policies, investment...
A beneficiary designation is when you name a specific person to receive your assets when you pass away. Retirement accounts, annuities, life insurance, pay on death accounts, all require beneficiary designations. You make these designations outside of traditional...
People often will believe that their intent as expressed in their estate planning documents will govern all distributions made at their death. This is simply not true. As do-it-yourself estate planning becomes more common due to online forms, it is expected that...