Estate Planning Essentials: Protecting Your Retirement Funds for Loved Ones
In today's conversation, Warren Ingram and David Hurford discuss the critical topic of what happens to retirement funds upon the death of an individual, particularly focusing on the implications for young children and dependents. The discussion covers the differences between approved and unapproved life insurance policies, the management of funds for minor dependents, and the advantages of using beneficiary funds as a secure and regulated option for managing these assets. Takeaways It's cri...