What is a beneficiary? Perhaps the clearest definition comes from the Insurance Information Institute which states, “A beneficiary is a person or entity you name in a life insurance policy... What is ...
A good estate plan covers most of what you need for legacy planning, but far too many retirees turn a blind eye to how the plan provides for retirement assets. And here's the kicker - your estate plan ...
Genesis Wealth Management in Alton & Bethalto emphasizes financial alignment reviews before estate planning to fix account ...
Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. Yet, these forms ...
The new system is known both as "representation," and "per capita at each generation," and is taken from the Uniform Probate Code. It has two basic principles, which are illustrated by the examples ...
Most individuals own assets that will pass upon the death of that individual pursuant to a beneficiary designation. In fact, in many instances, these types of assets make up a large portion of an ...
It’s common for people to assume that having a will in place is enough to ensure their assets will pass to their named beneficiaries in the manner they desire. However, certain financial ...
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