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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
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Categories: Blog, Estate Planning
Tags: Beneficiary, designations, IRA

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