Tracy A. Craig was quoted in WSJ Buy Side in an article focused on how to choose a life insurance beneficiary, and what to consider when naming an individual, a trust, an estate, or a charity. The piece highlights how beneficiary decisions can affect control, timing, and administration, especially when family circumstances or planning goals change.

Tracy noted in the article is that using a trust can provide more direction over how proceeds are ultimately used and distributed: “Then you make whoever you want to benefit the beneficiary under the trust.”

Access the full article: https://www.wsj.com/buyside/personal-finance/life-insurance/life-insurance-beneficiary