Beneficiary

Choose a Beneficiary for Your Estate Plan: It’s Not ‘Duck, Duck, Goose’

Investment Tips /
A group of children playing "duck, duck goose" outdoors.

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the proceeds of a life insurance policy or annuity, is a powerful estate planning tool. “Some folks minimize the importance […]

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Don’t Disinherit Your Grandchildren: Beneficiary Form Risks

Personal Finance /
An older woman sits on the sofa with her grandson as they read a book together.

Retirement accounts often represent a substantial portion of a client’s estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate planning attorneys are familiar with the routine: The client names their spouse as the primary beneficiary and their children as contingent beneficiaries — focusing solely on the

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