Tag Archives: Beneficiary Designations
Circumstances That Should Lead to You Updating Your Estate Plan
Every few years, it’s a good idea to go back and revisit your estate plan and make sure everything is up to date for your current life situation. There are some major life changes that should also prompt you to revisit and update your estate plan as needed. Now, in the midst of a global […]
Tips for Reviewing Your Estate Plan
Developing all of your estate planning documents is only one aspect of estate planning you should focus on. Once you have these documents in place, it is important to periodically review them and make any necessary adjustments. Here are a few tips for reviewing your estate plan. Review beneficiaries: It’s a good idea to periodically […]
What You Should Know About Your Beneficiary Designations
Part of planning your estate thoroughly is making sure all your beneficiary designations are in order. There are certain types of assets (generally, financial accounts and insurance policies) that will allow you to designate beneficiaries. These designations allow for an easy transfer of those account benefits to your beneficiary after you pass away. Having this […]