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Beneficiary Selection and Designation

What Does Per Stirpes And Per Capita Mean For Beneficiary Distributions In Estate Planning?

May 13, 2019

Estate planning is a stressful process, but it is a necessary life step. When you start working with an attorney for estate planning, you...

Selecting the Best IRA, 401(k), Annuity or other Retirement Type Account Beneficiary

Feb 24, 2014

Many individuals drastically underestimate the cost of securing private health insurance when they are retiring early, changing jobs, or...

Beneficiary Designations as Estate Planning Tools

Feb 24, 2014

Estate planning can be complicated, especially if there is a large amount of assets involved. Indeed, the array of distribution plans...

Putting on Heirs-Who Inherits your Retirement Assets?

Feb 24, 2014

Do you think it's a lot of work to create an estate plan? It certainly can. However, it may only take a few minutes to create one for your...

Selecting Beneficiaries

Feb 03, 2014

Many assets, including individual retirement accounts (IRAs), life insurance policies, and annuities, can have beneficiaries designated to...

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