Posts Tagged: beneficiary designations

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6 Simple Tips for Beneficiary Designations

You’ve almost certainly had to sit down with some sort of forms and designate your beneficiaries be it on a savings or checking account, life insurance, annuity, 401(k), pension, or IRA. All of these accounts are passed along at the time of death via beneficiary designation (sometimes referred to as payable on death (PODs) or… Read more »

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Estate Planning Basics: What You Need to Know, but Were too Bored to Ask

I KEEP six honest serving-men (They taught me all I knew); Their names are What and Why and When And How and Where and Who.– Rudyard Kipling I’ll use all six “serving men”—what, why, when, how, where, and who, albeit sometimes in slightly different order—to explain three broad topics: (1) estate planning; (2) trusts; and… Read more »

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Ultimate Estate Planning Checklist

It’s National Estate Planning Awareness Week! In an effort to break down the barriers, myths, and excuses surrounding estate planning I’ve created this handy dandy ultimate estate planning checklist. It runs down just about everything you need in terms of a comprehensive, quality estate plan including the six major documents, reviewing beneficiary designations, considering if… Read more »