Addressing beneficiaries in estate planning

January 7, 2016 by Lloyd Lofton

A major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs. Often this important decision is given too little consideration. However, naming beneficiaries can be complicated and can present estate and income tax consequences to the beneficiary. Click HERE to read article 

Originally Posted at LifeHealthPro on December 30, 2015 by Lloyd Lofton.