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The Rules for 401(k)s When You Die

The Rules for 401(k)s When You Die

Federal law is pretty clear cut regarding what happens to company retirement plan assets if a married participant dies on the job. In that scenario,

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Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan

Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan

A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking

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Don’t Leave a Bundle to Your Ex

Don’t Leave a Bundle to Your Ex

Do you want your ex-spouse to inherit any part of your estate? It could happen if you initially signed up for a retirement plan or

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The Importance of Keeping Beneficiary Designations Up-To-Date

The Importance of Keeping Beneficiary Designations Up-To-Date

Life insurance policies and retirement plans are key components of most estate plans today. In many cases, they represent the majority of assets in an

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