Tag Archives: beneficiary



Our Weekly Tip: Designating Beneficiaries To Take Care Of Your Assets

Plan ahead for the distribution of your assets after your death
Posted on February 20, 2016 by Ellary Allis (Blog Writer, SevenPonds)

Our Tip of The Week: Most retirement plans, annuities and life insurance policies let you designate beneficiaries who will take control of your assets after you’re gone. By designating beneficiaries, your estate will not have to go through probate — … Continue reading →

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Our Weekly Tip: The Excuses of Estate Planning

How a simple exercise in self-honesty can jump-start your estate plan
Posted on July 4, 2015 by MaryFrances Knapp (Blog Writer, SevenPonds)

Our Tip of the Week: Procrastination is often the product of excuses: “I can do it later,” or “I don’t need to do A now because B is more pressing,” etc. And it’s just this train of thought that can … Continue reading →

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Estate Planning After Death: The Questions to Ask

How to settle an estate after death? Let your inquisitiveness be an asset in the process
Posted on May 31, 2014 by MaryFrances Knapp (Blog Writer, SevenPonds)

Practical Tips: The Trickier Questions of Estate Planning Understanding how to settle an estate after death can feel like opening a batch of Russian dolls—you find one problem, question or concern after another. SevenPonds has spoken to many estate planning … Continue reading →

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