Estate planning is simply the preparation of what will happen when you can no longer make decisions for yourself. Typically, this is due to disability, incapacity, and death (or possibly missing on a tropical island after a three-hour tour). A thorough planning process requires gathering relevant information and records, itemizing your assets (and debts), and creating legally binding documents.
Read MoreA Qualified Domestic Relations Order, known as a “QDRO”, is a court order submitted to the Plan Administrator for approval to transfer marital assets such as pension benefits or retirement plan funds to a participant's spouse, former spouse, child, or other dependents. QDROs should be…
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