#Beneficiaries

Jun 9, 20162 min read

Do I Need a Will?

Yes, you should have an up-to-date will, a durable power of attorney for health care (also called a health care proxy), and an advance...

May 24, 20162 min read

A Hard Look at IRAs as Beneficiaries

IRAs and see-through trust status. How the trust will get taxed as an IRA beneficiary is the big issue in the set-up. Usually, trusts...

Apr 12, 20162 min read

Answer These Legacy Questions

An updated will. A properly drafted will can play a crucial part in minimizing your estate’s exposure to taxes. If you should die without...

Mar 17, 20163 min read

Singles are People Too and Need to Save for Retirement

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

Mar 10, 20162 min read

What Will Happen if I Don’t Update my Beneficiaries?

This is a very important step in estate planning because at your death, certain assets pass to beneficiaries named on your accounts. It...

Mar 3, 20163 min read

Singles are People Too and Need to Save for Retirement

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

IMPORTANT LINKS