Beneficiary Designations

Trusting Your Estate Plan to Software?

Trusting Your Estate Plan to Software?

Over the past ten years, many individuals have looked for alternative means by which to plan their estate.  Allegedly seeking to forego the expense of an attorney, many people try to use “fill in the blank” documents from stationary stores and will kits.  As the usage of computers, and the internet in particular, has increased, […]

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Beneficiary Designations

Are your beneficiary designations for life insurance, IRAs, 401(k) plans as you intend them to be?  Are you sure? Query:  If you have designated a beneficiary for a life insurance or an annuity-related asset as “my children in equal shares,” is that truly your intention?  Keep in mind that if that particular designation exists on […]

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