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Unmarried couples aren't viewed as 'a default unit' at end of life, advisor says. Why that matters
For the 9.5 million U.S. households headed by unmarried couples, a partner's death wouldn't come with the 'automatic safety ...
Securing an Unmarried Couple’s Future in California with an Estate Planning Attorney Oceanside, United States – December 22, ...
Business Intelligence | From W.D. Strategies on MSN
The one retirement document nearly 70% of Americans forget to sign until it's too late
You've done everything right. You've been diligently contributing to your retirement accounts for years, maybe even decades.
Some of the biggest mistakes people make concern beneficiary designations. Either someone forgets to name a beneficiary on an account or forgets to update a beneficiary on an account. These mistakes ...
Dear Liz: When I retired, I had a small 401 (k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a distribution and paid taxes on it. I had no immediate need for the ...
Soto Law Group has published a comprehensive new article, “Newport Beach Probate – How Long It Takes and What It Really Costs,” offering a detailed look into the probate process in Orange County, ...
When a person dies without proper planning, their estate enters a public legal process that can last months—sometimes ...
Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...
This is Kyle Woodley, the editor of Retire With Riley, and if you actually made the choice to read this article, let me just say: I respect you. Because, let's be honest, most of us don't actively ...
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