Will Your Loved One’s Actually Get Your Assets As Intended?

 We all assume that, after we’re gone, our assets go to the loved ones we intend—in the ways, amounts, and proportions we intend—without unintended consequences. Right? Not so fast! For many of us, we have accounts that are 401(k) plans, Individual Retirement Accounts (IRAs), annuities, and pensions. These accounts require the designation of beneficiaries for …

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