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Do You Know Who Gets Your Assets When You Die?

February 22, 2017

From the Motley Fool website  

wills and trustsWhen most people hear the phrase “estate planning,” they immediately think of a will. However, while a will is often the cornerstone of an estate plan, there are certain types of assets it does not control, including insurance policies, individual retirement accounts, 401(k)s, and similar retirement accounts.

These assets can be worth huge sums of money, and if you want to make sure they pass to your loved ones with no problems when you die, you’ll need to take some extra steps beyond writing a will.

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As always with Motley Fool articles, the last paragraph, “The $16,122 Social Security bonus most retirees completely overlook” is a lead in advertisement

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