4 min4 Mistakes to Avoid When Naming Life Insurance BeneficiariesInvesting in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a...
4 min6 Considerations for Choosing Life Insurance Beneficiaries—Part 2In the first part of this series, we discussed the first three of six questions you should ask yourself when selecting a life insurance...
4 min6 Considerations for Choosing Life Insurance Beneficiaries—Part 1Selecting a beneficiary for your life insurance policy sounds pretty straightforward. You’re just deciding who will receive the policy’s...
4 minDon't Make This Mistake When Adding an IRA to Your Estate PlanSome 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...
3 min5 Things to Know Before Naming BeneficiariesOnce 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...
2 minConsider Your Beneficiary DesignationsWith the sometimes hectic pace of life, you probably aren’t thinking about the beneficiary designations on your 401(k), IRAs, or life...
