Posts Categorized: Life Insurance

WHO GETS THE MONEY? The importance of updating beneficiary designated accounts

/ By: Patricia Urban, Trust Administration Paralegal

Category: 401(k), Assets, Beneficiary Designated Accounts, Estate Planning, Financial Institutions, IRA, Life Insurance

Loved ones pass away, or can become ’unloved’, and even charities dissolve. When beneficiary names aren’t updated or removed, problems will be encountered by the person or institution who administers your estate after your death....

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