When Should You Review Your Beneficiary Designations?
When you get a job with benefits, you may well be offered a 401(k) plan and/or life insurance. Even if you’re just getting started in your career, name beneficiaries who would receive these [...]
Can Beneficiary Designation on Mutual Fund Avoid Will and Disclosure to Other Heirs?
Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]
Should I List Accounts with Beneficiary Designations in My Will?
Question: I have investments with Edward Jones on which the beneficiaries have already been named. Do these have to be listed in my will or trust? Response: No, your beneficiary designations [...]
