Tag Archives: Beneficiaries

Just like with any other type of life stage planning, life insurance policies need to be reviewed regularly in order to make sure that the beneficiary you chose at a particular point in time is still the right choice today. Otherwise, it could cause some major issues when the time comes to pass on these assets. More >>

Did you know that it may be possible for your money and assets to be tied up in probate court—a year is not uncommon—if you were to die? That’s why it’s important to review the beneficiaries of your life insurance policies and to verify that they will be paid to a named beneficiary (a person) and not the estate. More >>