Tag Archives | beneficiary designations
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Smart Beneficiary Choices Can Save Your Heirs Thousands

I just wanted to share a quick story showing how picking the right beneficiaries for your retirement and other accounts can save your family and heirs thousands of dollars. We recently met with one of our clients, Brenda*, who has two grown children she wants to inherit her assets. Brenda also wants a portion of […]

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Divorced? Hidden Traps In Those Old Beneficiary Forms

If you are divorced, you’ll want to read this excellent article by financial writer Michaela Cavallaro for Considerable about the tricky untangling of assets when your ex-spouse passes away. You would think that all the legal complications and contortions are behind you once the divorce is finalized, but that’s not always the case, as Michaela explains. Even […]

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5-Minute Fix: Springtime Means Updating Beneficiaries On Your Accounts

OK, we made that up. But now would be a good time to do some “spring cleaning” and dust off those beneficiary designations. In fact, we’ve been doing just that. In several recent meetings, we’ve been spending time with clients to discuss and update the beneficiary designations on their accounts. You can take a few minutes […]

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Making Things Easy For Your Heirs

When clients talk to us about their last wishes, they often tell us they want to make things easy for their heirs. The last thing they want is for their loved ones to end up fighting over assets, or tied up in court for months, or jumping through expensive legal hoops. And in fact, we do see […]

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3 Biggest Retirement Tax Mistakes

Attorney Natalie Choate is the guru of retirement benefits. She’s the one who knows all the answers to those super complicated questions about tax and estate planning, and how they affect our IRAs, 401(k)s, and other retirement plans. Natalie has seen it all, and she knows that those retirement mistakes can be really costly ones. […]

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