Completing and periodically reviewing beneficiary paperwork is the one of the most important administrative tasks a retirement plan participant can take. Overlooking this seemingly easy step can lead to the wrong individual(s) inheriting your retirement nest egg; there have been too many unfortunate stories regarding non-updated beneficiary designations to leave this unattended. Hence why, like all estate planning documents, periodic check-ups should be implemented so that any necessary changes are made in a timely manner....
Wrapping Up your Digital Estate
In an ever-increasingly connected world, we think little of creating online identities to participate on the latest social platform or reap rewards points. But, have you ever wondered what would happen to your Facebook account when you pass away? Welcome to the world of estate planning in the digital age!...
Estate Planning and Retirement
If you’ve done everything right, estate planning will be an issue that needs addressing. With proper planning and flexibility during retirement odds are in your favor that there will be something left to pass along to whoever you see fit to leave a legacy to. However estate planning goes beyond deciding your beneficiaries, though this is one of the major considerations...