When Should I Update My Estate Plan?
Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.
How to Make Beneficiary Designations Better
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
Ignoring Beneficiary Designations Is a Risky Business
We are programmed to contribute the “max” to our retirement accounts and we disregard, or do not understand, the pitfalls of an improperly filled-out beneficiary forms.
