Why Naming Beneficiaries on Assets Outside a Will is Important

Why Naming Beneficiaries on Assets Outside a Will is Important

Individuals have the ability to designate beneficiaries directly on assets such as investments, annuities, insurance products, and registered plans.  By choosing to handle assets in this manner, the proceeds of the assets go directly to the beneficiary (or...
What are the Most Common Types of Inherited Assets

What are the Most Common Types of Inherited Assets

When a loved one passes away, they typically leave behind an inheritance for their loved ones.  The inheritance can have monetary or sentimental value, or a combination of both. Here is a list of the most common types of inherited assets: Qualified Plans Qualified...