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Beneficiary Planning

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30 Sep

Understanding Donor-Advised Funds

October 5, 2022
By Christopher Walsh, CFP®

A donor-advised fund (DAF) is an account established through a sponsoring charity, often an organization established for the purpose of providing this...

21 Jul

Beneficiary Planning

Leaving A Legacy

July 19, 2022
By Stephen Neubig

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that the assets you leave behind after your deat...

31 Mar

Beneficiary Planning

So You Are a Trust Beneficiary

March 24, 2022
By Jim Trull, AIF®, CFP®

If you recently learned that you are a beneficiary of a deceased relative’s trust, you probably have questions about your rights and what to expect. T...

25 Mar

Beneficiary Planning

What You Need to Know About TOD Accounts

March 24, 2022
By Alexander Greer, CFP®

A relatively new option for clients, transfer on death (TOD) accounts offer a unique beneficiary feature. Unlike similar non-retirement accounts, TOD ...

09 Jul

Beneficiary Planning

Life Insurance Beneficiary Mistakes to Avoid

November 19, 2021
By Alexander Greer, CFP®

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Avoiding life insurance beneficiary mis...

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Beneficiary Planning

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