Did you know that your beneficiary forms will trump any other estate planning documents you my have established?                          

Failing to properly update these forms can compromise the legacy you worked so hard to build.

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As 2018 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to ensure that items related to your retirement account are in order?

Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

Can IRAs be used to benefit a charity?

IRA can be a great source of funds to provide a benefit for a favorite charity, but using these funds can create a number of traps that must be avoided in order to maximize benefits to both the charity and other IRA beneficiaries.

Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Who is a spouse beneficiary?

A spouse beneficiary must be married to the account owner at the time of the account owner’s death, and he or she must be named on the beneficiary form (or inherit directly through the document default provisions). A spouse beneficiary has a number of unique options.