How to Name a Beneficiary for IRAs
A beneficiary is a person or people who will receive the disbursements of your IRA(s) after you die. You can name whomever you want, though your beneficiary may not qualify as what the tax codes call a "designated beneficiary." Designated ... [... more]
eHow |
Beneficiary Directory
 A great tool for advisors and thier clients: This book describe a simple process of cataloging important documents that beneficiaries need. One would think that it is so simple a book is not needed. However, because of how people file thier documents and [... more]
$21.95
Amazon.com |
How to Purchase an Annuity
These are complex financial instruments that require careful consideration and attention before, during and after the sale. Decide who will own the contract, who will be the annuitant, and who will be the beneficiary(ies). Consult with an estate ... [... more]
eHow |
Beneficiary Kite
Beneficiary Kite [... more]
$0.89
Buy.com |
Change of Beneficiary Notice
Use this form to notify interested parties that you have changed the beneficiary on your insurance policy. [... more]
$9.94
Socrates Media |
How to Transfer Assets Into a Living Trust
Spouses often use living trusts to protect assets from being probated and taxed upon a spouse's death. For a living trust to be valid and actually bypass probate, any of the assets with a title that are meant to be passed on to a beneficiary must ... [... more]
eHow |
How to Avoid Penalties on a RESP Account
An RESP (Registered Education Savings Plan) is a kind of savings account in which the funds can be used to pay for the higher education expenses of the beneficiary. The government of Canada allows such accounts to grow tax free. However, there ... [... more]
eHow |
The Beneficiary
A man's life was spared 35 years ago during World War II, when a priest voluntarily took his place before a military firing squad. Now, when the incident is revealed, he finds himself bombarded with questions from journalists and others about the event. [... more]
$42.95
A1 Books |
How to Choose a Beneficiary
Life insurance offers support to those who survive you. Those receiving the proceeds from a life insurance policy are called beneficiaries. Consider children first. They need food and shelter while they're growing up; other expenses, such as ... [... more]
eHow |
What To Do When A Beneficiary Dies
A family member or other person responsible for the beneficiary's affairs should do the following: Promptly notify Social Security of the beneficiary's death by calling SSA toll-free at If monthly benefits were being paid via direct deposit, ... [... more]
Social Security |
How to Select a Beneficiary for a Charity Event
You've got a great idea to help your philanthropic organization raise money for a worthy cause, but don't know how to vet your potential beneficiaries? Read on for advice on reviewing beneficiaries to ensure that their mission aligns with your ... [... more]
eHow |
The Beneficiary Book: A Family Information Organizer
A reader from Illinois: I bought this guide for myself, then my mother was diagnosed with cancer and passed away within seven months. The workbook pages really helped me to know what questions to bring up with her. It saved a lot of time and aggravation [... more]
$29.95
Amazon.com |
