“Love your podcast! I am a Federal retiree and fine with Thrift Savings Plan (TSP) and Federal Employees Group Life Insurance (FEGLI) standard order of precedence beneficiary assignments being spouse, then children in equal shares. I understand this order of precedence is followed when no beneficiary forms are on file. I have not submitted any beneficiary forms. Are there any advantages/disadvantages of filling out beneficiary designation forms to restate this assignment? What are the advantages/disadvantages to naming my Revocable Living Trust (husband and wife) as beneficiary?” – Robin.
#106 How Much Should You Leave To Your Beneficiary
Listen to the Full Episode: Are you confident your loved ones will be financially secure when you’re gone? Have you ever wondered what happens to your assets when you pass