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Estate Planning Pitfall – You’ve named a minor as beneficiary of your life insurance policy or retirement plan

$225.00

SKU: IEPam134. Category: .

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Abstract: A common estate planning mistake is to designate a minor as beneficiary — or contingent beneficiary — of a life insurance policy or retirement plan. This brief article discusses why it’s better to designate one or more trusts as beneficiaries of the policy or plan.

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