Beneficiary designation

Latest Stories

5 Considerations When Selecting a Beneficiary

By Margaret Muldoon | May 26, 2020

You would think that executing an estate plan is the final step in the estate planning process — but there is still a very important decision to be made. Some… Read More

Common Estate Planning Myths

By Margaret Muldoon | October 16, 2018

Many people have the wrong ideas about wills, trusts, and estate plans. After all, estate planning isn’t something most people think about every day and something they may try to avoid. These misconceptions often prevent people from taking action that will save their loved ones countless headaches and difficulties.

Remarriage and Estate Planning

By Penn Mutual | February 27, 2018

Marrying again later in life may mean untangling some sticky financial issues, particularly where an estate plan is concerned. If remarriage is on the horizon, here are the most important things to keep in mind as you join forces—and finances—with your soon-to-be spouse.

Your Will is Just the First Step in Estate Planning

By Margaret Muldoon | August 30, 2016

If you are one of the 45 percent of people who have written a Will, congratulations! But it’s not enough just to have a Will in place. You also want to review the ownership of your assets to ensure everything aligns with your Will. There are a lot of moving parts that need to be considered so that your wishes are met.