The Heritage Law Group
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Posts tagged "Wills & Trusts"

How does life insurance get handled in an estate?

Like retirement plans and many other financial accounts, proceeds from life insurance policies typically do not pass through a person's estate. In other words, upon the death of the insured, the insurance company will pay the proceeds directly to the person named as a beneficiary on the policy.

Pitfalls to avoid when naming a trust as an IRA beneficiary

One thing that has big impacts on what happens with an IRA after a person dies is who the person named as the IRA’s beneficiary. There are many options people have when it comes to who to designate as beneficiary. For one, they could name their desired heirs directly.

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