When to Change the Names of Beneficiaries on Accounts
This interesting article on Marketwatch entitled Don’t Make the No. 1 Estate Planning Goof offers an interesting insight into making sure that you change the names of beneficiaries to accounts that are payable upon death. Examples of such accounts include most retirement accounts (401(k)s, Roth IRAs, IRAs), life insurance policies, some mutual funds, life insurance, certain bank […]
