New Search

If you are not happy with the results below please do another search

19 search results for: beneficiary designation

1

The St. Louis Rams & Beneficiary Designations

When the rules are in writing, you have to follow them. Unless you’re the NFL.  I am a St. Louis Rams fan. Loyal from the time they arrived in St. Louis after failing to get a new stadium in Los Angeles. Like all Rams fans, I was really upset when they left St. Louis, even […]

2

Take Action Now: Update Your Beneficiary Designations

It is vitally important that you review all your beneficiary designations (life insurance, 401(k)s, etc.) every 2 years, or sooner in cases of births, deaths, marriages, divorce, job changes or retirement. Read on to see real court cases that show why it is so crucial. We talk about beneficiaries A LOT around here, and the following […]

3

A Bad Heir Day: When Beneficiary Designations Trump Your Will

Download our Beneficiary Designations Form Now Many people incorrectly assume that all their assets will be distributed through their will. Unfortunately, this is a big misconception. A good example of this is retirement savings, such as an IRA or 401(k). These accounts are passed on to the person or persons who were designated on the […]

4

Top 10 Scariest Estate Planning and Elder Law Topics

  Top 10 Scariest Estate Planning and Elder Law Topics 10. The Invisible Assets – A big part of asset protection is making sure you have updated beneficiary designations. This is often overlooked and can have truly hair-raising consequences. Read more here. 9. The Illinois Chainsaw Massacre: Who Will Survive and What Will Be Left of Them? […]

7

3 Things That Can Ruin Your Estate Plan

Don’t be caught with an out of date will. Keep the 3 L’s of estate planning in mind. You’ve finally finished creating your will with your attorney – congratulations! It’s a big undertaking. You’re probably thinking it’s time to stash it in a safe place and forget about it. As long as your attorney has […]

8

6 IRA Planning Tips

Here are 6 IRA planning tips you should consider for your family: 1. Help your grandkids with their own IRA Anyone who starts an IRA early, in their teens or 20’s, will see it grow to huge amounts by retirement. But young people often don’t have the funds to put into an IRA in the […]

9

3 Myths About Retirement That’ll Cost You Money

Many people plan for retirement, but there are expensive surprises that can crop up around healthcare and derail your plans. Read on for 3 surprises about retirement that can cost you lots of money. 3 Myths About Retirement That Will Cost You Money 1. You’ll retire at 70. 22% of workers say they’ll wait until 70 to retire, […]