IRA Beneficiary Designations and Estate Planning
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 you have...
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3 min read
Beneficiary Designation Mistakes to Avoid
Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...
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Estate Planning if You’re Childless
Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...
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Estate Planning for New Parents
Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
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Updating Your Estate Plan After a Divorce
Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
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Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...
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Proper Estate Planning Can Prevent Family Fights
If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...
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