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Tag Archives: 401k

Estate as Beneficiary of Life Insurance, IRA or 401k: Bad Idea

By Berman | Sobin | Gross LLP |

The last place you want your life insurance, retirement account, or pay-on-death (POD) account to go upon your death is to your Estate. Thus, do not name your “Estate” as the beneficiary on the designation form provided by your insurer, broker, or financial institution. However, even if you don’t make this mistake on the… Read More »

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