News

Beneficiary designation forms need updating yearly

The April 15th tax deadline has come and gone and estate planners are reminding people that it is a good time to locate and review other important documents.  Attorney Bob Ross of Ross Estate Planning in Sturgeon Bay says it is an ideal time to update beneficiary designations for your largest assets like retirement plans, annuities, and life insurance.

 


Ross says if you can’t find the beneficiary designation forms now, odds are your family members will not be able to locate them when they are needed in the future. 

 

News Videos

Sports Videos

Search Our Site

STURGEON BAY WEATHER

Poll

Are you happy with the retail sales selection you have locally?
Add a Comment
(Fields are Optional)

Your email address is never published.

Sports Poll

Will you watch spring training baseball?
Add a Comment
(Fields are Optional)

Your email address is never published.

Obituaries are provided as a service of the

Schinderle Funeral Home of Algoma

Obituaries

Click Here for more Obituaries

Obituary posting fee is $25

Newsletter

Sign up for our Daily Electronic Newspaper and/or our Shopping Show newsletter!

 

Get the latest news with our Daily Electronic Newspaper delivered to your inbox.

 

Get the latest updates for our Shopping Show delivered to your inbox every Friday.