Essential Masterclass
How to Pay for Care without Going Bankrupt

Why are Beneficiary Designations Important in Estate Planning?

Estate Planning Assets

Vanguard has sent me a beneficiary designation verification letter. For the primary beneficiary, it says it will be the person I am married to at the time of my death. For the secondary beneficiary, it says, my descendants “per stirpes.” I have one child. Should the beneficiary designation include his name?

Court Victory for Adults Caring for Parents at Home

Caregiving Burnout

Advocates are celebrating an important victory for individuals who provide care for their parents at home. The new decision will likely lead to a substantial expansion in the number of homes transferred to those caregivers.

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