Posts By: Stephanie A. Lord, Estate Planning Attorney

How to Ensure your Insurance Money goes to the Intended Beneficiary

Posted by & filed under Estate Planning.

Many people assume that the beneficiaries named in their estate planning documents are the same beneficiaries that will automatically receive the assets in their estate. But not all assets are treated equally when the estate is distributed. Insurance policies for example, as well as annuities or retirement accounts such as a 401k or an IRA,… Read more »

Understanding Your 401(k): Traditional vs. Roth

Posted by & filed under Financial Planning, Retirement Planning.

A 401(k) is a retirement savings plan that is usually employer-sponsored. This means you, as an employee, elect to have part of your earnings placed into an individual 401(k) account, which is managed by your employer. Generally, you can select from among a variety of different investment options for your account, usually a mix of… Read more »

Is Your Estate Plan Current???

Posted by & filed under Estate Planning, Probate, Wills and Trusts.

Actor Gary Coleman died last week at age 42 after falling at his home. The memorial service that was planned for this past weekend was cancelled and his body remains in a Salt Lake mortuary. His estranged parents and ex-wife all asserted rights to make medical decisions for him, including funeral arrangements. According to reports,… Read more »