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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.