It is important for your named beneficiaries on investment assets to match your estate plan. Learn why such consistency matters and other considerations for naming an account beneficiary.
The questionnaire collects valuable data such as contact information, financial figures (including retirement accounts, non-retirement assets, insurance, liabilities and annuities) and designation of fiduciaries (including powers of attorney, advance medical directive, personal representatives and trustees).
This resource provides basic information about how retirement accounts are treated and valued as part of a divorce case in Maryland. It specifically discusses pension valuation and Qualified Domestic Relations Orders (QDROs).
This resource includes the latest Federal Tax Updates from 2011.