Greetings! If I haven’t yet told you, I got married in October! This beautiful time in my life did cause a bit of a delay in posting to my blog, but I invite you to click below on some new entries. I discuss prenuptial agreements (which I was asked about more than once as I…
When people get married, they can be surprised to learn that their IRA or pension does not automatically pay to their new spouse. Why not? The bank holding the IRA or pension funds will try to honor whatever the participant first chose when they opened the account. These accounts will always have a nominated beneficiary,…
