Keyword Search Result: designation form

Will My Brother Still Inherit?

August 6, 2014 – 11:32 am

The Facts: My mother died recently. She and my brother, who is my only sibling, had not spoken to each other in over a decade. In her Will, my mother disinherited my brother. On the beneficiary designation form for her IRA, my mother named my father, who predeceased my mother, as the sole beneficiary. She […]

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Have You Looked at Your Life Insurance Policy Lately?

January 29, 2013 – 11:24 am

I cannot stress enough the importance of updating the beneficiary designation on your life insurance policy.  So many people simply forget to change the designated beneficiary when they experience a death, marriage, divorce or other major life event.  As a result, the insured’s intended beneficiaries have to fight for what the insured would have wanted […]

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