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Douglas G. Goldberg, Esq., on retirement plans – LIVING WELL Magazine

Who Should be the Beneficiary of my Retirement Plan?

Douglas G. Goldberg, Esq., Colorado Springs LIVING WELL Magazine
Clients ask this question every day. And every day I have the same answer…
It depends. It depends on whether you want the beneficiary to have more control over the assets or the assets to be better protected from the beneficiary’s creditors, a lawsuit, or a failed marriage. […]