wealth transfer
wealth transfer
 

Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?



If you have a proper will or estate plan in place, you will likely answer “yes” to both of those questions. The beneficiary forms you filled out years ago for your IRA, your workplace retirement plan, and your life insurance policy may give you even more confidence about the eventual transfer of your wealth.

One concern still remains, though. You have to tell your heirs that these documents exist. Read more »

beneficiaries inheritance TOD transfer on death wealth transfer

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