Insights

What's Inside: Top Reasons to Own Life Insurance; Making It Make Sense: The Roth 5-Year Rule; Moving to Another State? Consider These Tax Moves; Index Funds: Traditional and Not-So-Traditional; Teachers and Coaches Finally Get the (Tax) Break They Deserve; and After the Storm: Navigating Storm Damage Claims

A will is an important part of an estate plan, but it may not control many of your most significant assets, such as retirement accounts, life insurance, and jointly held property. This article explains why reviewing beneficiary designations and creating a more comprehensive estate plan can help ensure your assets are distributed according to your wishes.