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Tag Archives: Beneficiary Designations

Home » Posts Tagged "Beneficiary Designations"
12 Mar
Estate Planning

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

  • March 12, 2025
  • Posted by author-avatar client
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for...

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05 Sep
Estate Planning

How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)

  • September 5, 2024
  • Posted by author-avatar client
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on yo...

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22 Aug
Estate Planning

Would You Make This Million Dollar Mistake?

  • August 22, 2024
  • Posted by author-avatar client
Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as...

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