By Patty Manko
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If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, we do need to know what to do financially if and when it does.
Legally, just who is a beneficiary? IRAs, annuities, life insurance policies and qualified retirement plans such as 401(k)s and 403(b)s are set up so that the accounts, policies or assets are payable...
The Letter of Intent (LOI) has long been utilized as a tool to guide guardians, trustees, siblings and others to care for your dependent child when you, as parents, are unable to do so. In many cases, it contains detailed information that only a parent would know about their child’s history and personal preferences. In every case, it is a document that views the child’s life today and in the future through the eyes of his or her parents or guardians.
The actual composition of the LOI requires gathering and r...