Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...
Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...
Some financial products like life insurance or tax-advantaged retirement accounts require you to name one or more beneficiaries. However, that's not the case with many assets. For instance, you can ...
A common estate planning misconception is that a last will and testament will control all assets that an individual owns at the time of their death. There are primarily two classifications of assets ...
Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...
Beneficiary designations are among the most important legacy decisions you will make. A variety of financial accounts, including retirement plans and life insurance policies, allow you to designate ...
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Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.
Some financial products like life insurance or tax-advantaged retirement accounts require you to name one or more beneficiaries. However, that’s not the case with many assets. For instance, you can ...
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