Tag Archives: beneficiaries

Conditional Inheritance

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When raising children, most parents hope to shape their children’s behaviors, provide them with specific values, and help them become productive members of society. Parents often use a “carrot and stick” approach to get the desired outcomes, incentivizing approved actions with rewards and discouraging unapproved actions with punishments. 

Beneficiary Designations Part 2

Last week, we began a two-part series about designating beneficiaries for your life insurance policy. Click here to read that post. Here is part 2.  Protection against your creditors. 

5 Reasons to Protect Your Retirement Accounts Now

Wealth Protection

Your retirement account provides good asset protection. However, as soon as you pass that account to a loved one, the associated protection evaporates. This means that just one lawsuit can make the entire thing disappear! If this occurs, your life-long, hard-earned savings could be wiped out, leaving your heirs penniless. But, never fear. Your estate […]