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.
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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.
The act of giving through your estate plan involves reflection and forethought. It also warrants a conversation.
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.
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.