The bulk of inheritances left to loved ones are usually not held in bank accounts, cars, and other tangible assets. Rather, they are tied up in retirement accounts (such as an IRA, SEP, 401(k) or 403(b)), life insurance policies, annuities, or…
By: Pessin Katz Law, P.A.
Source: JD Supra
The Importance of Keeping Beneficiary Designations Up-To-Date
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