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Naming Beneficiaries: What to Know
Ensuring your beneficiary designations are up to date is crucial to ensuring your wishes are fulfilled. By utilizing various estate planning strategies, you can make for an efficient transfer and leave your beneficiaries in a good position, considering their unique circumstances.
The “Not-So-Trivial” Responsibilities of a Trustee
Becoming the trustee of a trust or choosing a trustee for your trust is not a decision that should be taken lightly. There are many traits you should be looking for and responsibilities you should be aware of before committing to choose or become a trustee. We’ve broken down the responsibilities, as well as what qualities a trustee should possess to help make the process a bit easier for you.
Spring Cleaning? Add Your Finances to the List
It’s time for spring cleaning, and that means tidying up your personal finances! While most think of spring cleaning as straightening up the house and yard, your finances need a regular once-over as well. Our four-point checklist should get you well on your way to spic-and-span finances!
Who are Your Beneficiaries?
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s definitely time to review!
