By Paul Schmitt
With the tax deadline less than two weeks away, accountants are busy finishing tax returns while estate planners are reminding people to focus on locating and reviewing important documents. Bob Ross of Ross Estate Planning 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 find them when they are needed in the future. The 2018 deadline for tax returns this year is Tuesday, April 17.