When Did You Last Update Your Critical Beneficiary Designations?
It’s important to review the beneficiary designations on accounts like life insurance, IRAs and pensions. There have been many cases of...
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Don't miss the rush to the Marriage-Exit Door!
Under the 2018 Tax Cuts and Jobs Act (TCJA), any divorce finalized after January 1, 2019 will not allow for the deduction of spousal...
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Will your kids, your spouse or your ex get your money? Its all up to you …..
Although not part of the ‘direct estate,’ beneficiary designations are an important part of a person’s overall estate. So when changes...
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Beneficiary designation basics
He left all his money to her?!?! Building assets for retirement may seem like challenge enough, but designating beneficiaries to inherit...
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Do this when done with your Ex....
When is the last time you updated your beneficiary designations? It's truly amazing the amount of people who have prior spouses or...
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