Retirement assets are transferred outside the normal estate planning process to «designated beneficiaries» named on each individual account. (thewealthadvisor.com)
In this guide, we'll cover the entire estate planning process, from writing a Will to how to distribute your plan to your family and doctors. (rocketlawyer.com)
Estate Planning — As you can imagine, life insurance is now heavily involved with the estate planning process because it provides a source of liquidity in the form of cold hard cash after you die. (insuranceandestates.com)