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Gift Planning

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Beneficiary Designations

Beneficiary Designations: Getting Started
Take the time to ensure that your retirement plan, life insurance and insurance annuity assets are distributed as you wish. More

IRA and Retirement Plan Beneficiaries
When deciding who will receive your retirement plan assets after your lifetime, it's important to understand the tax implications of your choice. More

Life Insurance Policy Beneficiaries
Here is what to consider when choosing loved ones or charitable organizations to receive your life insurance proceeds. More

Insurance Annuity Beneficiaries
Learn more about the tax implications of leaving insurance annuity assets to your loved ones vs. a charitable organization. More

Action Items
Here's what to do next when considering designating a charitable organization as beneficiary of your retirement plan, life insurance or insurance annuity assets. More