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Posts in Beneficiary Designations

  • Discussing a Document
    Mar 03 What Do I Do with My Investments if I Get a Divorce?

    Money problems in a marriage can be a big part of a couple’s decision to divorce. In fact, a recent study found that 13% of ...

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  • Discussing a Document
    Dec 11 What Will New Acts of Congress Mean for Stretch IRAs?

    The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA is an ...

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  • Discussing a Document
    Dec 06 How Can Beneficiary Designations Wreck My Estate Plan?

    It’s not uncommon for the intent of an individual’s will and trust to be overridden by beneficiary designations that weren’t ...

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  • Discussing a Document
    Nov 08 Does a Beneficiary of an Estate Need to Live in the U.S. to Inherit?

    When a person dies without a will, who inherits and receives a distribution of his or her estate assets is governed by the state’s ...

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  • Discussing a Document
    Oct 30 Understanding Beneficiary Designations and Your IRAs

    If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If ...

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  • Doctor Talking to a Patient
    Oct 23 Your Spouse Just Died … Now What? Tips for the Surviving Spouse

    In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, ...

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