Search
  • Jeffrey Siegel

The ABC's of Estate Planning: B is for...

B is for BENEFICIARY. Those who will inherit your assets, from IRAs and 401ks, to life insurance and trusts, to wills and bank accounts are your beneficiaries.

Many investments like IRAs and 401ks and life insurance have beneficiary designations on the accounts that hold the assets, so be sure to check them from time to time. They pass outside the will or trust to whoever is the designated beneficiary.





4 views0 comments