by Arthur Geffen | Apr 9, 2015 | Beneficiaries, Estate Planning, Estate Planning Solutions
Here’s your challenge — and please don’t delay. Right now, today, check with the trustees of all 40l(k), IRA and insurance policies to make sure you have updated and named the beneficiary you really want to receive the money! Changing...
by Arthur Geffen | Nov 25, 2014 | Beneficiaries, Estate Planning
Many types of assets allow the owner to name a “beneficiary.” If the original owner later dies, ownership of the asset passes automatically to the named beneficiary. Because beneficiary designations are easy to use, they can be a key estate planning tool....
