Beneficiary Designations
The annual review nobody schedules
An hour a year keeps an estate plan accurate, and the absence of it is why most plans no longer reflect their author.
Topic
review
Every Beneficiary Blueprints article tagged review — 5 pieces across 2 sections.
Wills & Trusts
Moving states and what it does to your plan
Documents drafted for one state generally remain valid elsewhere and may no longer produce the intended result.
Beneficiary Designations
Coordinating designations with the rest of the plan
Each form is completed separately, and the combined result is rarely what anyone intended.
Wills & Trusts
Updating an estate plan and when to do it
Documents drafted once and filed become inaccurate quietly, and the discovery generally comes at the worst point.
Beneficiary Designations
Beneficiary designations override almost everything
The form you filled in at a job you left in 2004 may determine who receives a substantial part of your estate.