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4 Mistakes to Avoid When Naming Life Insurance Beneficiaries
Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a...
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- 4 min
6 Considerations for Choosing Life Insurance Beneficiaries—Part 2
In the first part of this series, we discussed the first three of six questions you should ask yourself when selecting a life insurance...
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- 4 min
6 Considerations for Choosing Life Insurance Beneficiaries—Part 1
Selecting a beneficiary for your life insurance policy sounds pretty straightforward. You’re just deciding who will receive the policy’s...
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- 4 min
Don't Make This Mistake When Adding an IRA to Your Estate Plan
Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need...
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- 3 min
5 Things to Know Before Naming Beneficiaries
Once you have chosen the people you want to receive any of your assets -- either from a will, a trust, a life insurance policy, or a...
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- 2 min
Consider Your Beneficiary Designations
With the sometimes hectic pace of life, you probably aren’t thinking about the beneficiary designations on your 401(k), IRAs, or life...
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