» Beneficiary Forms

Spring Cleaning Applies to Estate Plans Too

May 8th, 2013
Consider the people who fill out forms designating who inherits assets like an insurance policy and then never go back and revise the forms when, for instance, they divorce and remarry. And then, there are the parents who have not determined who will… Read More
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Categories: Uncategorized
Tags: Beneficiary Forms, estate planning, Estate Tax, Life Insurance, trust, will

Make Sure Your Will and Beneficiary Designations Coincide

February 28th, 2013
Do you love your beneficiaries enough to take the time to check up on your beneficiary forms for your retirement accounts? You want to ensure the your plans are carried out for your loved ones when you are no longer here, and your will is the powerfu… Read More
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Categories: Elder Law, Estate Planning
Tags: Beneficiary Forms, will