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Posts tagged: beneficiary

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The Importance of Reviewing Your Estate Plan: A Family’s Lesson in Staying Current

October 9, 2024
by Tiffany Caserta Estate Planning

Jack and Sarah had created their estate plan ten years ago. At the time, they thought they had everything figured out. They felt confident knowing their two children would be cared for if something happened to them. But as the years passed, life changed. ...

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IRA ROTH 401K

Which of My Accounts Need Beneficiary Designations?

January 5, 2021
by SM_Blog AssetsEstate Planning

Your will is the basic document in which you can name who you want to become guardian of your minor children and who you'd like to receive assets inside your estate. However, a will does not encompass all of the different assets in your estate and therefo ...

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