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Category Archive for: ‘Beneficiary Designations’

  • Morningstar: Avoid These Estate-Planning Pitfalls

    There is a well written and informative article at Morningstar.com entitled Avoid These Estate Planning Pitfalls.  In an interview with estate planning attorney H. Susan Jones, Christine Benz, Morningstar’s Director of Personal Finance discussess certain common mistakes that many people make, espeicially in regards to …

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  • When a Will or Trust is not Enough: Beneficiary Designations

    In the past, I have discussed the importance of everyone, single or married, gay or straight, to have either their Will or Revocable Trust properly drafted and executed.  The reason for this, of course, is so that you can decide how your property is distributed …

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