Helpful topics and some frequently asked questions.
What happens to my benefits upon death?
Clients sometimes ask me what happens to their retirement benefits upon their death. those benefits are distributed according to the terms of the retirement agreement. It's a contract that contract controls over the terms of the will. That's why it's necessary to stay planning for our clients to look at their agreements with financial institutions, to look at their retirement and pension benefits. So, that I can determine whether or not those assets can be distributed according to the will or have to be distributed in some other manner.