beneficiary Archive

6 Feb 2017

Why You Need to Check Your Beneficiaries Today

The recent near-simultaneous deaths of Carrie Fisher and Debbie Reynolds shocked followers of film and pop culture.  Their deaths should also raise awareness about the importance of beneficiary planning.
6 Jan 2017

6 Ways to Start the Year Off Right, Financially

Now that the partying is over, and reality has set in, it’s time to get down to business.
23 Apr 2015

Planned Giving 101: The Retirement Plan Beneficiary Gift

I love the retirement plan beneficiary gift.
17 Jun 2014

The Easiest, Do-It-Yourself Way to Create a Legacy Gift to Charity

Bequests through a will or living trust are among the most common kind of legacy gift made to charity. But in terms of ease for a donor, bequests are not the simplest. 
29 Apr 2014

The Benefits of Beneficiary Planning

If you haven’t checked your designated beneficiaries lately on your life insurance or retirement plans in a while, you will want to do so.