Beneficiary Blunders
Finance/Law | Available (Membership Required)
When was the last time you updated your beneficiary information? Have you remarried or divorced?
What does ‘per stirpes’ mean and what difference does it make to your heirs? Does a beneficiary to
your Will or Trust override a beneficiary designation on your IRA, 401k or other contracts? Should I
make my Trust the beneficiary to my retirement accounts? What is an IRA Trust and when should a
person consider using one? Uncle Sam is NOT a relative – do you really want a large portion of your
retirement accounts unnecessarily going to taxes? Join us for answers to these and more questions
as we discuss key information to help you avoid beneficiary blunders!
Pamela Prine and Kimberle Dyer started Keystone B.E.S.T. Solutions with the commitment to
educate clients as they work toward meeting their personal goals. They collaborate with clients to
define those goals with realistic expectations, working hard to help protect them from emotional
decisions that can negatively impact their long-term success. They offer services in Business
Consulting, Estate Preparation, Social Security Fundamentals and Tax Planning.
Pamela Prine
Prine, Pamela and Dyer, Kimberle - started Keystone B.E.S.T. Solutions with the commitment to educate clients as they work toward meeting their personal goals. They collaborate with clients to define those goals with realistic expectations, working hard to help protect them from emotional decisions that can negatively impact their long-term success. They offer services in Business Consulting, Estate Preparation, Social Security Fundamentals and Tax Planning.
The website for Keystone B.E.S.T. Solutions is https://www.keystonesolutionsaz.com/