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Beneficiary

Beneficiary Form Checklist

Submitted by Madison Planning Group on February 11th, 2019

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.

Check out

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IRA New Year's Resolutions

Submitted by Madison Planning Group on December 7th, 2018

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?

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  • IRA
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Reviewing Your Estate Plan

Submitted by Madison Planning Group on December 7th, 2018

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.

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  • Estate Plan
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Avoiding Charitable IRA Beneciary Mistakes

Submitted by Madison Planning Group on October 31st, 2017

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.

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  • IRA
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Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Submitted by Madison Planning Group on August 30th, 2017

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.

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  • IRA
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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
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