Although your will or revocable trust governs the distribution of many or most of your assets, certain assets — such as retirement plans, insurance policies, and bank or brokerage accounts — require you to…
Monroe Moxness Berg has provided legal and financial expertise in business law, finance, mergers and acquisitions, intellectual property, franchise and distribution, estate planning, taxation, wealth preservation, real estate, land use, employment, and commercial litigation for more than 35 years.