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Monthly Archive for: ‘February, 2016’

  • Coordinate Your Will and Non-Probate Assets’ Beneficiary Designations

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    A Will is only one part of a comprehensive estate plan.  Make sure the beneficiary designations for your non-probate assets are coordinated with your Will to ensure that the appropriate persons inherit from you. The distribution of non-probate assets, such as investment/retirement accounts and proceeds …

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  • Plan for the New Year

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    Make 2016 the year in which you create or update your estate plan! 1.   Update your beneficiary forms.  The distribution of non-probate assets such as investment and retirement accounts and life insurance policies is dictated by beneficiary designations – not your Will.  Coordinate your beneficiary …

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