Updates, News and Reminders

What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.

A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents.

A beneficiary is easy to name on a life insurance policy, deferred compensation account, or estate plan. However, those beneficiaries are often outdated, or through no fault of your own, they carry significant risk. Outdated Beneficiary Designations Having beneficiary names listed on policies and accounts that are no longer current to your wishes is more … Continue reading Beneficiary: It’s Time to Update Yours