https://www.paestateplanners.com/library/Beneficiary-Designation-Report.pdf
Your estate planning really isn't done until you handled the issue of properly titling your assets and of making sure that the beneficiary designations match the documents and your intent.
Making sure that your IRA, 401(k), annuity, retirement account, and other beneficiary designation such as those controling life insurance policies and investment accounts are all matched to the particulars of your estate planning documents.
This report will help you to review whether or not you have properly coordinated your estate planning documents and your IRA and other beneficiary designations. And this part of the estate planning process is vital!
The failure to do this properly can result in significant income tax consequences to your heirs and doing it right make sure they are protected and that your plan works properly.
Since the issue of beneficiary designations is both so important, and so dependent on your personal planning and your personal situation this report cannot be legal advice.
But, make sure that you get the specific advice tailored to your own planning from the lawyer the Tokyo. This is provided for informational purposes below you to some very important issues in the protection of your plan and your heirs. I hope this is enjoyable helps!
https://www.paestateplanners.com/library/Beneficiary-Designation-Report.pdf
