On the form, you specify whether or not you wish ... That’s why it’s important to discuss these issues with an estate planning professional who can offer solutions to address your specific ...
Here is some estate planning advice directly from Regina that ... A surviving spouse needs to review all beneficiary designation forms for life insurance, retirement, brokerage and bank accounts.
Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning ... a lawyer to ensure your form complies with local laws.