The following edited article from USA Today convincingly illustrates the importance of beneficiary designation forms. A Widow’s Tale of Woe demonstrates the importance of beneficiary designation forms for your retirement plans and the necessity to have them available to …

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Choosing a Professional Trustee. A trustee is responsible for managing an individual’s financial affairs upon their incapacity or death. Many people choose family members or relatives to administer their trust assets upon their incapacity or death. They do so because …

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