How to Protect Loved Ones from Being Disinherited

How to Protect Loved Ones from Being Disinherited

If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.

Why You Need a Secondary Beneficiary

Why You Need a Secondary Beneficiary

Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.

How Does a Trust Work?

How Does a Trust Work

There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.

Can I Protect My Family after Death?

Can I Protect My Family after Death

The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.

What Is a ‘Residuary’ Estate?

What Is a ‘Residuary’ Estate

In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.