How Do I Pick a Life Insurance Beneficiary?
June 26, 2022
Choosing a beneficiary can be very simple, yet very important in any account that requires it.
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Choosing a beneficiary can be very simple, yet very important in any account that requires it.
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.’
Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.
In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not pass by will —so called non-probate assets.
Here are some important parts of your estate plan that should be reviewed.
Resist the urge to use your will for vengeance
Here are the top five mistakes people make that upend their planning.
This post circulating on Facebook addressing do-it-yourself estate planning makes some good points but also contains some major falsehoods, especially as they apply to Louisiana. Learn what is good and not so good about this post intended for people outside of Louisiana.
While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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