How will your heirs inherit your 401(k)? Estate Planning for Busy Executives

Written by lbrown on March 5, 2021

Lisa Brown is joined by wealth advisor Bud Boland for a concise 30-minute presentation for working professionals who want to know if their estate plan is in good shape, including:

  • Three estate planning mistakes busy executives make with their 401(k) plan
  • Stock options and restricted stock – will your heirs still receive the stock? What about taxes?
  • Deferred compensation accounts – should your beneficiary be different than your 401(k)?
  • Retiring soon? How your estate plan should change

Watch Here