beneficiary designations Archives - Family Tree Estate Planning

Financial advisor reviewing insurance policies and beneficiary designations on a laptop during a trust update meeting.

10 Insurance Planning Platforms to Pair with Trust & Will Updates

by Jason Wootten
March 10, 2026February 23, 2026

You pair Trust & Will updates with insurance planning platforms that do three jobs well: verify what policies exist, measure coverage and beneficiary alignment, and support fast placement or advisor-grade reporting. This list gives you ten… 10 Insurance Planning Platforms to Pair with Trust & Will Updates

Estate-planning documents and IRA beneficiary forms neatly arranged on a modern desk.

IRA and Estate Planning: Designating Beneficiaries

by Jason Wootten
December 3, 2025December 3, 2025

You secure the future of your IRA by naming beneficiaries who can receive the assets efficiently and with minimal disruption. You strengthen your estate plan when you coordinate these designations with your trusts, wills, and… IRA and Estate Planning: Designating Beneficiaries