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What Should I Do to Get My Legal Life in Order Before Deployment?
Although each situation is different, getting your legal life in order before you’re deployed overseas can be especially helpful for you and your family. Here are a few suggestions: Develop a family...
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6 Life Insurance Beneficiary Mistakes to Avoid
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy’s beneficiaries should be a relatively simple task. However, there are...
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Protecting Our Children
Just recently, I was asked if it is possible to name children, who are minors, as beneficiaries when they buy life insurance. So many people do and never give the matter a thought. Sounds like it is...
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Give Your Retirement Plan an Annual Checkup
Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven’t revisited your plan yet in 2015,...
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Estate Planning Strategies in a Low-Interest-Rate Environment
The federal government requires the use of certain published interest rates to value various items used in estate planning, such as an income, annuity, or remainder interest in a trust. The government...
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What is a 529 Plan?
A 529 is a tax-advantaged college savings plan that lets you save money for your loved one’s college education in an individual investment account that is owned by you. The earnings in these accounts...
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Check Beneficiary Designation Forms
What to Look For Anyone having funds in a qualified retirement plan or IRA should have designated at least one beneficiary for the funds should something happen to the owner. Uninformed choices at the...
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Five Things to Know About Inherited IRAs
When an IRA owner dies, the IRA proceeds are payable to the named beneficiary–or to the owner’s estate if no beneficiary is named. If you’ve been designated as the beneficiary of a traditional or Roth...
View ArticleWhat Happens to My Property if I Die Without a Will?
If you die without a will, your property will generally pass according to state law (under the rules for intestate succession). When this happens, the state essentially makes a will for you. State laws...
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Check Beneficiary Designation Forms
What to Look For Anyone having funds in a qualified retirement plan or IRA should have designated at least one beneficiary for the funds should something happen to the owner. Uninformed choices at the...
View ArticleClik here to view.
Five Things to Know About Inherited IRAs
When an IRA owner dies, the IRA proceeds are payable to the named beneficiary–or to the owner’s estate if no beneficiary is named. If you’ve been designated as the beneficiary of a traditional or Roth...
View ArticleClik here to view.
What Happens to My Property if I Die Without a Will?
If you die without a will, your property will generally pass according to state law (under the rules for intestate succession). When this happens, the state essentially makes a will for you. State laws...
View ArticleClik here to view.
Kickstart Your College Fund with a 529 Plan
If you’re looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code that governs them, 529 plans...
View ArticleClik here to view.
Check Beneficiary Designation Forms
What to Look For Anyone having funds in a qualified retirement plan or IRA should have designated at least one beneficiary for the funds should something happen to the owner. Uninformed choices at the...
View ArticleClik here to view.
Five Things to Know About Inherited IRAs
When an IRA owner dies, the IRA proceeds are payable to the named beneficiary–or to the owner’s estate if no beneficiary is named. If you’ve been designated as the beneficiary of a traditional or Roth...
View ArticleClik here to view.
What Happens to My Property if I Die Without a Will?
If you die without a will, your property will generally pass according to state law (under the rules for intestate succession). When this happens, the state essentially makes a will for you. State laws...
View ArticleClik here to view.
Kickstart Your College Fund with a 529 Plan
If you’re looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code that governs them, 529 plans...
View ArticleClik here to view.
6 Social Security Changes for 2018 – What You Need to Know
If you or a loved one collects Social Security, you should be aware of six important changes to the program for 2018. Details on these six changes follow. A rise in benefits. Starting in January 2018,...
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Protect Your Heirs by Naming a Trust as IRA Beneficiary
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a...
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Designating a Beneficiary for Life Insurance
A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable interest in your...
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