Think carefully before naming beneficiaries

A will is actually simple: all it does is tell your heirs who gets what from your estate. Sure, the legal language is complicated. But designating beneficiaries is a piece of cake. All you have to do is . . .

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Naming Beneficiaries (the right way)

Have you accidentally ruined your children’s inheritance?

Over the past few months, I’ve met several people who’d made dangerous assumptions about their estate plans. Specifically, the beneficiary designations they had made unintentionally harmed the inheritance they planned to leave for their children.

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My True Value

As a woman, I understand the numerous responsibilities you face on a daily basis; supporting your children, paying for college, caring for aging parents and balancing careers, all while adding to your nest egg and planning your own retirement. Doing all of this – and doing it well – can be daunting, even overwhelming.

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Why I Care

After being in the industry for about 10 years, a family member began asking me for advice. He was the breadwinner and his spouse looked after the household and kids. Then he got sick.

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Breaking the Mold

I hope you spent this summer basking in the warm sun (with sunscreen of course) and relaxing with family. I spent it thinking of ways I can add more value to the services I provide for my clients. Through this reflection, I made an important discovery!

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