49 reactions | One estate planning mistake cost this Washington...

Free Estate Planning Strategy Session For California Residents D.🥂 what happens to your retirement money after you pass away? For memory accounts like a IRA or a 401(k), we can leave individuals as a beneficiary who should inherit that money. When it comes to combinations of lump sum’s or monthly payments like a pension plan that varies. Sometimes a spouse can continue to receive a benefit after you pass away, check with your local plan for how it works. #EstatePlanning #LivingTrust #FillThatBu