Putting On Heirs

Topics:
Records and Document Management,
Retirement plans
Tags:
Ameriprise Financial,
Asset Management,
Business Operations,
Estate,
Heir,
Operational Planning
Source:
Ameriprise Financial

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Overview: Some people may believe creating an estate plan is a lot of work, or that they may not have enough assets to qualify as an estate. However, your retirement savings accounts are an important part of your estate, and it may actually only take a few minutes to finalize one component of your overall estate plan - completing and signing the beneficiary designation forms for your account(s). If you're like many people, you probably don't realize that your retirement savings will pass on to the beneficiaries named on this form, not to the heirs named in your will or other estate planning documents.

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Format: HTML | Date: Jan 2008 | Pages: 3

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