» designations

Beneficiary Designations Are Crucial

July 22nd, 2014
Contributor: Henry C Weatherby
The plan includes a trust and a pour-over will to ensure that any assets not transferred to the client’s trust during her lifetime will end up in her trust after her death. Her trust includes numerous provisions to ensure the assets left in trust… Read More
Read More
Categories: Blog, Estate Planning
Tags: Beneficiary, designations, IRA

logo-weatherby-350

For More Information


    EmailPhone


    Testimonials

    I was “lost” and now I am “found”. I didn’t know where to turn when my spouse was in assisted living and time (3) year long-term care policy was getting depleted. Read More
    – J.C.

    Upcoming Events

    [events_calendar]