Beneficiary Update

Now is a great time to ensure your beneficiaries are consistent with your wishes.

But you have a will? It doesn’t matter if it’s an IRA, 401k, or other typ
e of account that transfers by “contract” vs. through probate.

Have an ex-spouse you used to have as your beneficiary but are now remarried? You have to proactively change it to your new spouse if that’s what you want. It won’t change by itself!

Talk with me if you need a good estate planning attorney recommendation.



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The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.

The Standard & Poor’s 500 Index (“S&P 500”) is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market.

The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.

Indexes are often used as a proxy for the stock market and cannot be invested in directly.