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  • Estate Planning Red Flag – Your plan doesn’t name a backup guardian for your minor child

    July / August 2010
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 290

    Abstract: Arguably the most important estate planning decision parents of minor children may have to make is choosing a guardian for their children should the unthinkable occur. This short article explains why it’s critical to also select a backup guardian and lists a few issues to consider when evaluating potential guardians.

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  • Spouse vs. estate vs. retirement plan beneficiary forms

    October / November 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 290

    Abstract: Just how important are those beneficiary forms that participants fill out when entering a retirement plan? Very! This article summarizes a U.S. Supreme Court ruling that a plan’s beneficiary form took precedence over a divorce decree.

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