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18 search results for: beneficiary designations

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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 […]

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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 […]

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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 […]

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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? […]

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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Don’t be caught with an out of date will.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 […]

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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, […]

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6 Stages of Life Care Planning

First, you’re probably wondering, “What is Life Care Planning?” Life Care Planning is a new concept in the estate planning field that came about because people are living a lot longer these days. Estate planning attorneys realized that planning didn’t just need to be “death planning” anymore, that there is a lot that can be […]