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Beneficiary Designation Horror Story

Beneficiary Designation Horror Story

Regardless of your income or net worth, there’s one estate planning task you should do right now: check the beneficiary designations for your life insurance

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When Can I Get the Life Insurance Company to Pay Out the Death Benefit?

When Can I Get the Life Insurance Company to Pay Out the Death Benefit?

A common question in settling the affairs of a loved one, is how long it generally will take after that person dies for the life

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A Trusteed IRA May be a Wise Solution

A Trusteed IRA May be a Wise Solution

Financial Planning’s article, “When you should establish an IRA as a trust,” advises that the answer depends on several factors, like the amount of control

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Check on Your Beneficiaries…Today!

Check on Your Beneficiaries…Today!

When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that

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Here’s What an Estate Plan Can Do for You

Here’s What an Estate Plan Can Do for You

"It’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you

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How is Life Insurance Taxed in an Estate?

How is Life Insurance Taxed in an Estate?

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”

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Avoid This Common Estate Planning Mistake

Avoid This Common Estate Planning Mistake

“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal,

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If it is So Important, Why Doesn’t Everyone Make a Will?

If it is So Important, Why Doesn’t Everyone Make a Will?

No one likes to plan for his or her death, but it’ll happen to all of us, says The Reading Eagle Business Weekly in the

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Retirement in Special Needs Families

Retirement in Special Needs Families

The big challenge for many Special Needs Families is balancing the financial needs of retirement with the long-term needs of a child with a disability.

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Secret Details for IRAs

Secret Details for IRAs

One potential benefit of IRAs is creditor protection in the case of a bankruptcy. However, when you die, you may wonder if your beneficiaries are

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Time to Review your Financial Planning

Time to Review your Financial Planning

Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time

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Should I Just Copy and Paste an Estate Plan from the Internet?

Should I Just Copy and Paste an Estate Plan from the Internet?

Have you considered creating your own estate plan from a template on a website, instead of using the services of a qualified estate planning attorney?

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