This adage is why many people spend substantial time and effort maximizing their legacy goals in their estate plan, ensuring their wishes come to pass.
Tag: beneficiary designations
There is a high likelihood that you have a beneficiary, since beneficiaries are common designations in retirement accounts, wills, and trusts. Beneficiaries are individuals (or…
Inheritance distributions in blended families can be inequitable resulting in hurt feelings and possibly lengthy court battles. While you cannot legislate from the grave, you…