Tag: Contingency

We Want to Draft Your Legacy

Why Naming Beneficiaries Is Important to Your Estate Plan

January 4, 2022
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
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What Happens If You Don’t Name Beneficiaries?

September 16, 2021
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
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Just What Does an Executor Do?

April 2, 2021
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
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How 401(K) Beneficiaries Work with Your Estate Plan

September 30, 2020
To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
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