Sentences with phrase «review beneficiary designations»

While life insurance is one financial product that needs a beneficiary review, don't forget to also review the beneficiary designations if you own any of the following financial products:

Review all beneficiary designations at least every two years to make sure they are up - to - date; when you file a new form, include a copy in your beneficiary folder.

Review beneficiary designations on all accounts.

While life insurance is one financial product that needs a beneficiary review, don't forget to also review the beneficiary designations if you own any of the following financial products:

Review all beneficiary designations at least every two years to make sure they are up - to - date; when you file a new form, include a copy in your beneficiary folder.

As part of your estate planning, review your beneficiary designations and titling of assets to see your exposure to probate.

Review your beneficiary designation as new situations arise in order to make sure your choice is still appropriate.

Review your beneficiary designation as new situations arise in order to make sure your choice is still appropriate.

Not exact matches

One is to review and potentially revise your beneficiary designations.

While you're at it, there are a bunch of other things you need to review including your powers of attorney, both financial and personal care, and your beneficiary designations.

In addition to your will, review all of your beneficiary designations to ensure they match up with how you want your assets divided.

It is important to make sure that you review your life insurance beneficiary designation after a divorce or remarriage to ensure that it accurately reflects your current situation.

Review each of your primary and contingent beneficiary designations to determine if they still represent your desires today.

Review account titles, beneficiary designations, create or update your will, and develop a health care directive.

When you've had a major life change — like the birth of a child, a marriage or a divorce — it's time to review and update your 401k beneficiary designations so they're in line with your current situation, said Golladay.

When it comes to planning for retirement, there are three commonly automated arrangements that warrant a one - off, stop - and - think review from time to time: beneficiary designations, plan participation and investment allocation.

Reviewing your policy every couple of years is a good idea anyway since you might want to make changes to your beneficiary designations anyway.

Review each of your primary and contingent beneficiary designations to determine if they still represent your desires today.

This post is designed to be a brief summary and is not a comprehensive review of the ins and outs of policy ownership or beneficiary designations.

For this reason, it's important that you regularly review your will and life insurance policies to ensure that your beneficiary designations are up to date.

Situations may change (births, divorces, death of a beneficiary, etc.), so review your designations regularly.

It is important to regularly review existing policies for beneficiary designations.

Beneficiary designations should also be reviewed on all retirement accounts, bank accounts, investment accounts and other assets, as well as on any group insurance through an employer.

Posted in estate taxes, insurance, life insurance Tagged annual review, beneficiary designations, estate planning, estate taxes, insurance, Joe Robbie, life insurance, Miami Dolphins

The case emphasizes the need to review and update beneficiary designations after major life changes.