Mistakes with Beneficiary Designations?

August 11, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

Why Your Beneficiary Designation Matters?

June 22, 2022

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

Too Old to Divorce?

June 1, 2022

“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.

How Should You Review Your Will?

May 5, 2022

Here are some important parts of your estate plan that should be reviewed.

Estate Planning During Divorce

December 8, 2021

At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.

You Can Protect a Child With a Difficult Spouse

September 28, 2021

Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.

Your Life Insurance or IRA has No Beneficiary?

September 16, 2021

If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?

Reduce the Stress of Asset Transfers?

July 15, 2021

Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.

46 Year Old Zappos CEO Died with No Will

January 5, 2021

If you pass away without a will, state law generally decides who gets your assets and, if you have children, who will care for them.

How to Make Beneficiary Designations Better

September 8, 2020

Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.

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Beneficiary designations