Archive for 2014

Update Your Beneficiaries

February 28, 2014 | Uncategorized

A beneficiary is a person or legal entity that one designates to collect the proceeds from an estate, trust, retirement account, life insurance policy, or transfer on death accounts.  Named beneficiaries can generally supersede directives listed in a will for certain assets.  Major life events or family status changes naturally trigger beneficiary updates (marriage, divorce, […]