If you are the beneficiary of a 401K or individual retirement account (IRA), notify the company and offer the required documents. Learn from an estate planning and probate lawyer what to give insurance or investment companies to receive IRA or 401K monies in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media... ( read more )
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Estate Planning: If You Are a Beneficiary of an IRA or 401k Estate planning is a critical aspect of managing one's assets and ensuring their smooth transfer to beneficiaries after death. While it encompasses various financial instruments, this article focuses specifically on Individu...
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