A life insurance beneficiary, which can be a person, trust, estate or charity, receives the death benefit from a policy. You can name one or more people as your beneficiary. It’s important to promptly ...

Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

Here's a question I ask every new client: when was the last time you looked at the beneficiary form on your life insurance? The usual answer is a long pause followed by something like "when I started ...

Your clients’ beneficiary designations are probably wrong. Not because they made bad decisions, but because they made them once and never looked again. Life changed. Their estate plan changed. The Tax ...

Understanding how mortgage life insurance works, its pros and cons and alternative coverage options can help you determine the best life insurance option for you. A mortgage life insurance policy pays ...

Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...

When you apply for most types of life insurance, there is no guarantee you will be accepted – at least not at an affordable premium. That’s because the life insurance provider might determine that you ...

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