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Name The Nature Conservancy as a Beneficiary of Your Retirement Plan
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Beneficiary designations are an important part of estate planning. Don’t forget about them. Make sure your ex spouse or your parents aren’t. The people who are going to inherit your 401(k) if you want it to go to your spouse and or children, and or trust. Better yet, in some cases, make a living trust, a beneficiary. #onthisday #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty www.ocestateplanlawyer.com Estate planning for California Families. Free consult. boo
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Check Your Beneficiary Designations!! Check on all your retirement accounts and life insurance policies to make sure they list a beneficiary (aka – who gets the account when you die) If there is not one listed, you could be setting your family up for drama and potentially adverse tax consequences when you die. It’s also important to make sure the designations are accurate and reflect your current wishes. Many people find that the designation listed is not who they want it to be. It could be an e
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