Beneficiary Designations
Naming a trust as beneficiary of a retirement account
Sometimes the right answer and technically demanding, with drafting errors that are expensive and discovered too late.
Topic
retirement accounts
Every Beneficiary Blueprints article tagged retirement accounts — 2 pieces across 1 section.
Beneficiary Designations
Beneficiary designations override almost everything
The form you filled in at a job you left in 2004 may determine who receives a substantial part of your estate.