Insights: How to Select, Protect and Communicate to Beneficiaries

Plus: Tips for keeping your employees happy
City National Bank
PERSONAL FINANCE BUSINESS
How to Select, Protect and Communicate to Estate Beneficiaries
Couples often assume they will be of one mind when it comes to who inherits what assets after they pass, and that the transfer of wealth to their beneficiaries will be relatively straightforward.
The reality, however, is that more often then not, partners who begin selecting beneficiaries and planning their estates soon discover there are a plethora of unforeseen complications and considerations involved.
In addition to selecting beneficiaries, a complicated process alone, there are other major considerations that need to be thought through during this stage of the estate planning process, including where you live, the possibility of remarriage, how and when to distribute the assets, and communication plans.
These are a few of the critical considerations that could influence how you select — and communicate your intentions to — your beneficiaries.
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