Free Annual Report For Each Family Member

A free annual report is a critical step in the estate planning process. This should be completed for all persons, both young and mature.
Read MoreServing Estates, Workers, and Veterans
Serving Estates, Workers, and Veterans
There are 5 categories of an EDB or Eligible Designated Beneficiary. As described in Section 401(a)(9)(E)(ii) of the code, an EDB is: The Surviving Spouse A minor child of the participant (but only until the…