Monthly Archives: November 2018

November 2, 2018

Update Your Estate Plan After Divorce

Steps To Take For a Fresh Start

Divorce is never easy, but the divorce of a long-married couple can be especially hard, particularly when it comes to retirement and estate plans. Assets, including retirement accounts, can be hard to divide, and the presence of children—and possibly grandchildren—can require the wholesale revision of existing estate plans. If you’re divorcing or moving on to […]

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The Dangers of Designating a Minor as a Beneficiary

Why You Should Avoid This Common Pitfall

Most adults have at least one account, investment, or other financial instrument that has a beneficiary designation. Common examples are: bank accounts, retirement accounts, and insurance policies. On the surface, this type of estate planning may seem simple–all you have to do is fill in the blank with a person or entity’s name. Perhaps due […]

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