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What Happens If You Don’t Name Beneficiaries?
The Importance of Naming Beneficiaries for Your Accounts Retirement Accounts and Beneficiary Designations “If you’ve had an IRA and a 401(k) for many years, you …
Coronavirus Makes Estate and Tax Planning an Urgent Task
The Urgency of Estate Planning During the Covid-19 Pandemic “What may have seemed like something to take care of ‘one day,’ has turned into a …
Top 10 Reasons To Get Going on an Estate Plan
Importance of Estate Planning “It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was …