Should I Keep Beneficiary Designations Up to Date?
November 11, 2022
Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity?
Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity?
Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.
In Social Security parlance, ‘benefit’ and ‘payment’ are often used interchangeably. However, they do not mean precisely the same thing.
One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.
Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.
Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.
Changes in balance and gait could be indicative of either late-stage Alzheimer’s or early-stage vascular dementia.
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
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3000 County Road 42 W. Suite 310
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