Articles Posted in life insurance

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Finding Lost Life Insurance
Consumer Reports estimates that at least $1 billion in benefits from forgotten life insurance policies are waiting to be claimed. Often, when I meet with adult children administering a trust after the death of a parent, they’re not certain about whether not that parent had life…
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Veteran’s Life Insurance
On Monday we celebrate Memorial Day, and that seems like a perfect occasion to write about something that many people may not know about until their loved one dies: life insurance policies that date back to World War II or the Korean War. Did you know that the U.S. government issued…
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Who to Name as a Beneficiary for Your Life Insurance
Lately, I’ve had a lot of questions from clients about life insurance policies and who to name as beneficiaries. Here’s what I tell most people to do: Name YOUR TRUST as the beneficiary (if you have a trust) Name YOUR SPOUSE as the beneficiary (if you don’t have a…
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