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Wills & Wellness Estate Planning

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Tag: retirement account

Have You Checked Your Beneficiary Designations Lately?

Posted on July 27, 2015 by Wills & Wellness

A lot of people think their estate planning is done just because they have created a Will or a Trust. However, this is perhaps a misunderstanding of how certain accounts work. If you’re like most people, the bulk of your financial estate might lie in your retirement accounts and life insurance policies. Whether you have an employer sponsored retirement account Continue Reading →

Posted in Uncategorized | Tagged beneficiary designation, estate planning attorney, life insurance, minor as beneficiary, retirement account
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