Take care when you name beneficiaries

Q: My wife and I have finally started to get our estate plan in order. We created a living trust to keep our estate out of probate and retitled our accounts to make sure they are properly included in the trust. Someone suggested that we name our trust as the beneficiary of our retirement accounts. It seems like it would help us keep everything nice and orderly. What do you think?
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Financial Planning for End of Life

Q: My father passed away several years ago. My mother is in her late 80's and is in declining health. What should I do to make sure my mother’s financial affairs are in proper order? A: A few simple steps now will greatly ease many of the transitions you are likely to face in the coming years.
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