Special Issues Regarding Life Insurance, Annuities and Retirement Benefits
Trusts and Estates Law Section Newsletter, Vol. 36, No. 2, pp. 17-42, 2003
26 Pages Posted: 11 Dec 2009
Date Written: 2003
This article considers estate planning issues in connection with 3 major types of non-probate assets, including naming the correct beneficiary, additional points to consider in connection with beneficiary designations, and planning for events such as incapacity.
Keywords: Life insurance, annuities, retirement benefits
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