Estate Planning Tips - Naming Account Beneficiaries Dear John , Naming Account Beneficiaries is an easy way to direct your assets to those you love and support, but many people fail to take this step. Beneficiaries should be named on IRAs, Life Insurance policies, retirement accounts, brokerage accounts, and checking and savings accounts. By naming Beneficiaries on these accounts, you are guaranteeing that those you love and support will receive the money in them after you are gone. Contact the companies and banks that administer your accounts today, and name your Beneficiaries on them!
Contact Parvati Hansen at 530-478-7695 or parvati@janakafoundation.org for further information about how to include the Janaka Foundation in your Will, Trust, as an IRA or a Life Insurance beneficiary. Thank you for your interest in the future of Ananda. In divine friendship,
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