Naming beneficiaries is one of the simplest ways to make sure your assets go where you intend. Clear designations on your financial accounts help ensure your wishes are followed and spare loved ones from long, complicated legal processes.
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One part of planning your legacy and making your wishes known involves doing some digital and physical organizing.
Do you have all your key legal documents in an easily accessible but secure place?
Here’s what to have on hand and what to keep in mind as you put your essential information in order.
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No one wants to think about examining and dividing their finances, but divorce happens.
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What does your estate plan look like?
If your plan is incomplete, the government will provide one for you. But most people want to make their own decisions about who will inherit their home, investments and bank accounts, not to mention take care of their pets and minor children.
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