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beneficiary

The person or people who receive the money, property or assets in a Will, Trust or Life Insurance policy.

Filed under:
  • Wills
  • Life Insurance
  • Trusts
  • Everplans Professional
  • Settling An Estate
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What To Do With Firearms When Someone Dies

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What You Need To Organize During And After A Divorce

Divorce is always difficult and complicated, but there are ways to make the logistics a bit more manageable.
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Dog To Inherit Multimillion Dollar Fortune

If her owner dies, Bella Mia will become one very rich pooch.

How To Distribute Assets To Beneficiaries

In order to properly distribute assets to the beneficiaries named in the Will, you’ll need to set up a bank account in the name...
probate of will

What To Do Before Submitting a Will to Probate

Before you can submit the will to Probate, you've got some work to do.
last will and testament

How To Submit A Will To Probate Court

Probate is the legal process of proving the validity of a Will to a court.

How To Locate Lost Insurance Policies

If you think or know someone who recently died had Life Insurance, but you can’t find the actual policy, here's where to look.

Pre-Pay For Funeral Arrangements with Funeral Insurance

A simple funeral insurance policy can be purchased, with the funeral home as the beneficiary. This way, upon your death, the...
totten trust POD banking withdrawal slip

Pre-Pay For Funeral Arrangements With A Totten Trust

If you're interested in setting money aside for your funeral but aren't interested in pre-paying any funds to a funeral home, a...

How To Distribute Personal Property After A Death

Many times, personal items of sentimental or real value are not included in a Will. These items should be properly distributed to...
last will and testament

All You Need To Know About Creating A Will

Who gets your kids? Who gets your stuff? What do you need to make it official? You've got questions, we've got this article.

All You Need To Know About Life Insurance

The primary purpose of Life Insurance, as with any insurance, is peace of mind. If you should suddenly or unexpectedly shuffle...
setting up a trust

All You Need To Know About Trusts

Set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs.

Hawaii Five-0 Lets Carol Burnett Live

Book 'em, Planno! (Instead of Danno...we were making a planning pun...forget it...just read the awesome article now.)
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Hawaii Five-0 Gives Carol Burnett A Peaceful Send Off

Her character’s journey comes to an end in the most beautiful way possible.
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Quiz: How Much Do You Know About Life Insurance?

Life Insurance is all about peace of mind and protecting your family’s financial future if something happens to you, but how much...
found money

How To Find Unclaimed Or Forgotten Money

Ever forgotten to cash a check? Or have no idea if you were named as a life insurance beneficiary? You’re not alone.

Pre-Pay For Funeral Arrangements With A Trust

If you want to pay for your funeral arrangements ahead of time, one way to pay is through a Trust that the funeral home sets up....

What Are The Duties Of A Trustee?

Trustees are responsible for managing, investing, and distributing the property in the Trust. This includes administration and...
joint tenancy agreement

Property You Can't Include In A Will

Legally, there's some property you cannot include in a Will. This is usually property that you own jointly with someone else or...
handing money to a child

How To Name Inheritors And Beneficiaries

When creating a Will, you have the right to give your assets or property to whomever you choose.
inheritance law

What You Need To Know About Inheritance Rights

Inheritance rights determine who has the legal right to claim your property after you die.
will testator signature

Duties Of An Executor For Your Estate

The general role of the Executor is to follow the instructions of the Will, primarily in terms of distributing assets to named...

How Does Life Insurance Work?

The primary purpose of Life Insurance, as with any insurance, is peace of mind.

The Benefits And Drawbacks Of Term Life Insurance

A Term policy is like renting Life Insurance for a set amount of time. It's more affordable than Permanent Insurance but will...

The Benefits And Drawbacks Of Permanent Life Insurance

Permanent Life Insurance (also known as Whole Life Insurance) lasts for your entire life and never expires. In addition,...
beneficiary folder tab

How To Name Life Insurance Beneficiaries

The Beneficiaries named in your Life Insurance policy are the people who will receive the payout when you die. Choose wisely.

What's A Family Income Benefit Rider?

The family income benefit rider of a Life Insurance policy specifies that you’d like benefits to be paid out in installments over...

How Trusts Can Save You Money In The Future

A Trust is a legal arrangement in which a certain amount of property or assets is held by a person or entity for the benefit of...
outrun the tax dog

What Is An Irrevocable Life Insurance Trust (ILIT)?

An Irrevocable Life Insurance Trust (ILIT) is used to avoid estate taxes on insurance payouts.
trust paperwork

The 4 Different Types of Trusts

In estate planning, Trusts can be established to easily transfer assets to heirs. With the right set-up, assets in a Trust...

What You Need To Know About Living Trusts

A Living Trust, also called an “inter-vivos trust,” is a Trust that becomes effective during your life.
revocable trust

How A Revocable Trust Lets You Keep Control

A Revocable Trust allows you to retain control of all the assets in the Trust.

Why Assets In An Irrevocable Trust Aren't Yours Anymore

An Irrevocable Trust requires you to give up all ownership rights to the assets in the Trust, as well as your right to change the...

How Beneficiaries Reap The Reward Of A Trust

Beneficiaries of a Trust are the people or organization(s) who are named as the recipients of any benefits of the Trust. The...
vintage pocket watch

Property You Can Include In A Will

By including specific assets in a Will and naming beneficiaries (the people who will inherit those assets) you can make sure that...
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