Designating your beneficiary on a life insurance policy is one of the most important parts of the policy.After all, the reason you are buying the policy is to provide the financial assistance needed ...
Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...
As a plan sponsor, it should be obvious that you need to keep all beneficiary forms on file and make sure they’re updated. However, surprisingly, I have found many plan sponsors that are deficient ...
When people think about estate planning, they commonly worry about what goes in their will. But many forget about the importance of updating beneficiary information on financial products, including ...
With another tax season recently behind us, the Internal Revenue Code and its many reporting requirements are fresh in our minds. Do you encounter beneficiaries who want to know why you need so much ...
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What Happens to Your 401(k) When You Die?
If you’ve been diligently saving retirement money in your 401(k), you probably assume your hard-earned money will go to your loved ones when the time comes. But did you know that without a properly ...
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