• Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM
Contact Us
  • Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM

Naming Beneficiaries: What You Need to Know

A major issue in estate planning is whom to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. This important decision often doesn’t take into account the substantial estate and income tax consequences the beneficiary may incur.…Continue readingNaming Beneficiaries: What You Need to Know