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Beneficiary Insurance

Beneficiaries: Avoid These Mistakes

Beneficiaries are common designations in retirement accounts, wills, and trusts so it is likely that you have one. If an owner of a financial product or vehicle passes away, the proceeds of the product or vehicle go to the beneficiary…

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Wills And Trusts: Differences and Similarities

For estate planning, trusts, and wills offer different benefits. Each state has its own laws and regulations regarding these legal documents. It is possible to have both a will and a trust; however, the information in each should complement the…

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Beneficiary Designations Pitfalls to be Aware of

Leaving your property to your heirs sounds simple enough. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your life insurance…

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