Help Those You Love: Notify Your Beneficiaries
Naming a loved one or a favorite nonprofit as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to make a lasting impact.
Don’t Forget Your Online Accounts
Have you set up your will or trust? If so, great! Named beneficiaries for your retirement accounts and life insurance? If you have, you’re on a roll.
Before You Give: 4 Questions to Ask
The act of giving through your estate plan involves reflection and forethought. It also warrants a conversation.
4 Estate Planning Mistakes and How to Avoid Them
If you are among the majority of Americans who haven’t yet started the estate planning process, now is the time. Your family members and heirs will be glad you did.
Have You Notified Your Beneficiaries?
Naming a loved one or a favorite nonprofit as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to make a lasting impact.