Category Archives: Beneficiaries

Naming Your Children As Beneficiaries In Your Will Is Just Step One

For most people who have children, choosing a beneficiary for their wills is easy – they choose their children.  However, after they make the decision to name their children, they think their work is done, but it is really just … Continue reading

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Estate Planning and Beneficiary Designations

When you put things like life insurance policies, IRA accounts, annuities and 401(k) accounts in place, you are asked if you would like to name a beneficiary. You can also put a beneficiary in place for things like checking or … Continue reading

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Treating Your Beneficiaries Under Your Will Fairly Doesn’t Mean Treating Them Equally

If all your children had the same personality, parenting would be much easier.  Whenever you figured out what was best for one, it would automatically be best for the others.  However, as any parent of more than one child can … Continue reading

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Charities Can Be Beneficiaries in Your Estate Plan

Many people think of their family members as beneficiaries when they are putting their estate plans together, but don’t realize that their favorite charity can be a beneficiary as well. There are many ways to give a gift to a … Continue reading

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Beneficiaries Are Found In More Than Just Your Will or Trust

Many times when people are updating their wills or trusts, they make changes to their beneficiary designations. This may be prompted by family changes such as a marriage, divorce, birth or death. It is a very prudent practice to keep … Continue reading

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