I’m often asked by clients about who should be named as beneficiaries on their IRAs versus their retirement plans and other assets. This article provides a starting point. I have more detailed information if you wish… just ask. -Jeff
When you pass away, what you leave to your loved ones is important, but so is how you leave those assets. Determining the right assets to leave to different beneficiaries is an absolutely critical part of effective estate planning.
Read the entire article: Pass On Your Assets Wisely: How To Choose The Right Beneficiaries
