Did you know that your retirement account avoids probate? Since there is a beneficiary form associated with this account, it is considered non-probate property, and will get to your beneficiary more quickly than probate property. Just like your other estate planning documents, your retirement account needs to be properly set up and maintained in order to reap the benefits, and you need to: 1. Make sure you have named a primary beneficiary along with a secondary beneficiary (some forms may … [Read more...]
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