January 28, 2015 |
Top Beneficiary Mistakes: Part Two
The bad news is that there are enough beneficiary mistakes to warrant two blog posts. The good news is that all of these are preventable ...
Learn MoreTop Beneficiary Mistakes: Part Two
The bad news is that there are enough beneficiary mistakes to warrant two blog posts. The good news is that all of these are preventable with just a little planning. Let’s take a look at some of the other common errors you might be making with beneficiaries and what you should do instead.
Mistake #4: Not Naming a Contingent Beneficiary
Remember how the post yesterday talked about not updating your beneficiaries enough? This is particularly problematic if you never name a contingent beneficiary and the original beneficiary has passed away or not updated. If you’re not sure whether you named it, contact the company in charge of your account. Get the paperwork if you need to add one. 
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Blogs for Estate Planning
January 27, 2015 |
Top Beneficiary Mistakes: Part One
Too often, the process of naming a beneficiary gets overlooked as the “easy part” of estate planning, but this also means that many mistakes can ...
Learn MoreJanuary 26, 2015 |
Veil Piercing Allowed: A Closer Look at Wyoming’s Recent Case
In a recent case out of Wyoming involving Greenhunter Energy and Western Ecosystems Tech, the Wyoming Supreme Court rendered a decision that allowed the piercing ...
Learn MoreJanuary 24, 2015 |
Shah & Associates Weekly Blog Summary – Week of January 19, 2015
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Visit us ...
Learn MoreJanuary 21, 2015 |
Estate Planning: Not a One-Time Process
It’s not always easy to think about the inevitable or to get knee deep in the financial or other details of your estate plan, but ...
Learn MoreJanuary 19, 2015 |
Using Communication To Make Estate Planning Easier
Estate planning is a valuable exercise at just about any stage of life, but an often-overlooked aspect of planning has to do with communicating the ...
Learn MoreJanuary 19, 2015 |
Major Changes Ahead in Wealth Transfer
Over the next several decades, trillions of dollars will be passed on to younger family members, representing what is considered the largest transfer of wealth ...
Learn MoreJanuary 19, 2015 |
Estate Planning for Business Owners: Initial Tips
Many business owners want to pass on the family business to their kids, but it’s important to remember that this should be a decision ...
Learn MoreJanuary 16, 2015 |
Shah & Associates Weekly Blog Summary – Week of January 12, 2015
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Call us ...
Learn MoreJanuary 15, 2015 |
Planning Checklist for A Money Conversation With an Aging Parent
Even in the tightest of families, talking about money can make anyone nervous. If you’ve got an aging parent, though, it’s a wise idea to ...
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