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468 North Camden Drive 2nd Floor
Beverly Hills, CA 90210
310.285.5375 Tel
310.943.1481 Fax
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Don’t Forget to Update Your Beneficiary Designations

What do IRAs, 401(k) plans, life insurance policies, and pay-on-death accounts all have in common?  Each of these assets is transferred on the insured’s or account owner’s death to the person or persons designated as a beneficiary of the insurance policy or the account. In California, these type of assets are not subject to a.. read more →

21 Oct 2012
Joelle Drucker
Beneficiary Designations, Individual Retirement Account (IRA), Life Insurance, Probate
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