• October 7, 2013 /  Estate Planning Thoughts

    financeThis is one of the basic items for estate planning. When in the mood, one thinks about a will or a trust or who to name as executor (will) or successor trustee (trust), putting the house into the trust, who gets what precious and valuable items, how to divide the estate among the family beneficiaries (if they receive anything at all) and what to do at the end of one’s life but the beneficiary of a company retirement plan or IRA or SEP IRA or even a simple bank account frequently gets overlooked.

    Here is an article from Market Watch on Yahoo Finance that might stir you to action if you haven’t looked at it previously.


    Serving Auburn, Lincoln, Roseville, Rocklin, Sacramento, and the counties of Placer, Sacramento, Sutter, Yolo, Yuba, El Dorado, Nevada and even Humboldt.

    Tags: , , , , , , , ,