The Colorado General Assembly, in its 2016 session, gave the Colorado Department of Revenue a homework assignment: Develop a new form by which the owner of a motor vehicle can designate a beneficiary ...
Wills and trust are often thought of as the main components of an estate plan – the documents that determine who will receive our assets at death. However, simple beneficiary designation forms, which ...
Filling out the beneficiary form for annuities might seem simple. Just fill in the names and move on. But Jeffrey Levine, an individual retirement account (IRA) consultant with Ed Slott and Co., said ...
The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...
For many retirees, individual retirement accounts are their single largest asset, a financial war chest meant to supplement their income during their lifetime and provide for their heirs once they're ...
HOW CAN I GIVE TO WMNF TO ENSURE ITS FUTURE? There are many ways to accomplish Legacy Giving. Most gifts can be designated easily by filling out beneficiary forms yourself, or can be easily ...
Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...
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