Designate A Beneficiary And Lower Probate Expense

What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can significantly benefit both you and your heirs in the future. Annuities, along with other financial contracts such as 401(k), life insurance policies, and IRA’s, comprise [...]

By |2020-04-13T20:21:47+00:00December 16th, 2018|Estate Planning|