Beneficiary Review

Certain assets you own, such as Individual Retirement Accounts (IRAs), 401(k) accounts, annuities, and life insurance policies are passed along at your death to designated beneficiaries, NOT as a part of your estate. In other words you do not leave these items to individuals in your Last Will and Testament. Due to the complexity of estate planning, allow us assist you in properly designating your beneficiaries on these types of accounts.

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