Beneficiaries

Why Updating Beneficiaries is Crucial After Life Changes

In the realm of estate planning, naming beneficiaries is a critical step that ensures your assets are distributed according to your wishes after your passing. However, the process doesn't end with simply naming beneficiaries; it's equally important to keep these designations up to date.
IRA Beneficiary

Naming Your IRA Beneficiary - More Complicated Than You Might Expect

The decision concerning whom you wish to become your IRA beneficiary is critically important. Click to learn more about what this decision affects.