Posts Tagged ‘picking a beneficiary’

• Don’t Make These Beneficiary Designation Mistakes

  • June 8th, 2022
  • Posted in Estate Planning
  • Tags: estate planning, picking a beneficiary, trust planning, wills

  A key part of estate planning is designating the beneficiaries for your finances and assets upon your death. It is your responsibility to name your beneficiaries, and if you fail to do so correctly – or not at all –… Read More

• Estate Planning 101: A Guide to Picking Beneficiaries

  • July 9th, 2021
  • Posted in Blog
  • Tags: estate planning, heirs, picking a beneficiary

  Estate planning involves a lot of thought. One of the most complicated yet seemingly simple parts of estate planning is picking your beneficiaries. If you have many family members that you hold near and dear to your heart, you may… Read More