Latest updates for Beneficiary Designation Planning

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Recent items include:

  • 5 Beneficiary Designation Mistakes That Can Wreck Your Estate Plan
  • How Asset Titles and Beneficiaries Save Your Heirs From Costly Probate
  • Why You Shouldn’t Name Minor Children As Beneficiaries

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thecollegeinvestor.com /1 month ago

5 Beneficiary Designation Mistakes That Can Wreck Your Estate Plan

Outdated beneficiary forms can override your will and send retirement savings to the wrong person. Here are 5 mistakes to fix now. The post 5 Beneficiary Designation Mistakes That...

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moneytalksnews.com /2 weeks ago

How Asset Titles and Beneficiaries Save Your Heirs From Costly Probate

More than a quarter of Americans with estate plans are carrying stale beneficiary designations that could accidentally hand assets to the wrong person — or trigger a costly probate...

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thecollegeinvestor.com /1 month ago

Why You Shouldn’t Name Minor Children As Beneficiaries

Parents buying life insurance or opening retirement accounts usually want to name their children as beneficiaries (typically as a contingent beneficiary after a spouse). It feels l...

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planyourfederalretirement.libsyn.com /2 weeks ago

TSP Beneficiary Discrepancy? What to Do Next

What happens if your TSP beneficiary isn't who you thought it was? This is a situation we've seen more often than you might expect, and it can create real issues for your family if...

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wealthmanagement.com /1 month ago

Planning With Parts, Portions and Possibilities

Fortify trusts for flexibility.

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wealthmanagement.com /1 month ago

Split-Dollar Plans After the OBBBA

Help clients stage the exit right.

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natlawreview.com /3 weeks ago

Life Insurance in Divorce: Insurable Interest, Consent Requirements, and Automatic Revocation of Beneficiary Designation...

Family law practitioners routinely negotiate alimony and/or child support obligations, but the insurance provisions designed to secure those obligations are often underdeveloped, a...

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illinoislawyernow.com /1 month ago

How Your Retirement Accounts Could Be Threatening Your Estate Plan

Most families feel confident once they have a will or a trust in place and beneficiaries named on their retirement accounts. It seems like everything is covered. But in 2026, one o...

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wealthmanagement.com /1 month ago

Life Insurance Planning With SLATs

These trusts offer clients the best of both worlds.

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wealthmanagement.com /2 weeks ago

Nitrogen Launches Tool for Advisors to Capture Wealth Transfer Beneficiaries

Nitrogen’s Legacy Center targets advisor concerns about missing out on beneficiaries of the much-discussed wealth transfer.

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jdsupra.com /1 day ago

New Inheritance Tax Rules for Pension Death Benefits: What Trustees Need to Know About Information-Sharing

Major changes to inheritance tax (IHT) are on the way. From 6 April 2027, most death benefits paid by registered pension schemes will be treated as part of the deceased member’s es...

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wealthmanagement.com /1 month ago

Traps for Transfer on Death Property

How a deceivingly simple estate-planning tool can leave beneficiaries exposed.

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savingadvice.com /3 weeks ago

9 Signs It’s Time to Update Your Estate Plan

Many people create an estate plan once and assume they never need to think about it again. In reality, wills, trusts, beneficiary designations, and healthcare...

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wisbar.org /1 month ago

Post-death Administration in Wisconsin: Navigating Options in an Aging Population

As Wisconsin’s population ages, lawyers are increasingly called upon to advise clients and their families about efficient and effective methods of post-death administration. Accord...

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wealthmanagement.com /1 week ago

Spousal IRA Elections

How to advise clients who inherit individual retirement accounts.

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wisbar.org /3 weeks ago

Nuts & Bolts | Helping Your Clients Leave a Legacy

Some individuals want to leave part or all of their estates to organizations or causes that are meaningful to them. Here are tips for estate planning attorneys to help clients thin...

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wealthmanagement.com /1 month ago

What Estate Planners Should Know About Non-Qualified Deferred Annuity Contracts

They’re unique wealth accumulation tools that can also provide guaranteed income that your client can’t outlive.

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wealthmanagement.com /1 week ago

Navigating State-Only QTIP Trusts in Decoupled States

Planning challenges and opportunities for married couples

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wealthmanagement.com /1 week ago

Navigating State-Only QTIP Trusts in Decoupled States

Planning challenges and opportunities for married couples

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financial-planning.com /2 weeks ago

Why advisors should see life settlements as a planning option

Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.

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wealthmanagement.com /1 week ago

Estate Planning Without Children

A growing consideration for advisors and clients.

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jdsupra.com /1 month ago

Estate Planning for Intellectual Property

Individuals who create or own valuable intellectual property face unique challenges in estate planning that traditional strategies may not adequately address....By: Lathrop GPM

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wealthmanagement.com /1 month ago

Planning for Clients Living With Multiple Sclerosis

How recent drug, coverage and digital execution changes reshape cash flow, fiduciary structure and protective planning.

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natlawreview.com /1 month ago

Michigan Estate Planning for Unmarried Partners: Protect Your Relationship and Assets

Unmarried partners in Michigan, whether cohabitating, in long-term relationships, or otherwise committed, face unique estate planning challenges. Unlike married couples, they do no...

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Sources covering Beneficiary Designation Planning

feeds.feedburner.com

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planyourfederalretirement.libsyn.com

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thecollegeinvestor.com

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thecollegeinvestor.com

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financial-planning.com

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illinoislawyernow.com

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