#IRA

2 min read

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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3 min read

No Estate Taxes? You May Still Need Life Insurance

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...

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3 min read

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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