#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...

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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...

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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...

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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...

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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...

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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...

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