We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Why Reviewing Your Beneficiary Designations Could Protect Your Family

Radon and Murs discuss the critical importance of reviewing your Beneficiary Designations and how one simple oversight could create major complications for your loved ones. From 401k Beneficiary forms to IRA Beneficiary rules, they break down real-world examples showing how outdated or incomplete beneficiaries can derail even the best Estate Planning intentions…

Why Reviewing Your Beneficiary Designations Could Protect Your Family

A beneficiary form may seem simple, but mistakes on these forms can create major problems for families. Assets can end up tied up in probate, inherited by the wrong person, or distributed in a way that creates unnecessary taxes. In some cases, outdated forms can completely override the wishes written in wills and trusts. That’s why reviewing Beneficiary Designations should be a regular part of estate planning and Financial Planning for Retirement. It’s one of the simplest ways to Protect Your Family and make sure your wishes are actually carried out.