Beneficiary Designations
Avoid These Four Retirement Snafus
Miss these four factors and even the best retirement plan will fall apart fast. Spare yourself and your loved ones the high costs and stress that take many people by surprise. If you don’t plan for these big four elements…
How to Make Sure You’re Remembered
How do you ensure that you’ll be remembered as time and generations continue after you’re gone? One way to create a legacy is through the use of life insurance. According to this article in MarketWatch, “5 ways to make a…
Understanding the Importance of Estate Planning
People are often surprised when they learn what estate planning encompasses. It’s not just for the wealthy, and it’s more than about distributing assets on death. Even if your “estate” is a single family home, apartment or condo and your…
You Won’t Feel the Consequences, but Your Loved Ones Will
Unlike going getting an annual check-up or renewing a driver’s license, there’s no penalty for the person who does not having a will and estate plan in place. Their spouse or children pay the price. What’s more scary about most…
Beneficiary Designations May Need Review
Knowing when to change beneficiaries is an important part of estate planning. Your job isn’t necessarily over once you create an estate plan. This is because changes in your life should spark a fresh look at the plan. Knowing the…
The Importance of Trust Funding
Funding is the process of transferring your assets to your living trust. Funding may also include changing the designations on certain assets like life insurance or retirement accounts to name your living trust as beneficiary. Funding is an important element…
