Mathieu, Ranum & Allaire, PLLC
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Category Archives: Insurance

BENEFICIARY DESIGNATIONS- SIMPLE MISTAKES THAT CAUSE BIG PROBLEMS

When you open an IRA, other retirement plans or annuities, the custodian always asks you to indicate in writing who should receive the balance in the account at your death.  This is called a “beneficiary designation”.  What could be simpler? All you have to do is list the primary beneficiary and name a “contingent” beneficiary… Read More »

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