The Savings Game: Some takeaways from Ed Slott seminars
IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important ...
Santa Clarita Magazine7d
Make Sure Your Beneficiary Designations Match Your Estate Plan – Law Office of Sean D. Ethington
It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy life insurance, the ...
What happens to a bank account when someone dies?
Many joint bank accounts include rights of survivorship, which means that after one account owner dies, any remaining owners retain ownership of the funds in the account, without interruption. If ...