Make sure that beneficiary designation forms, which cover retirement assets, name both primary and alternate beneficiaries.

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So anything held jointly with someone else, or that had a beneficiary designation (like a life insurance policy), would pass outside of probate, directly to the other person.

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Families roll over the whole IRA by mistake, but the RMD should first be distributed out to the beneficiaries named on the IRA beneficiary designation form (not the estate), he says.

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Section 506A(a)(3) of the 1974 Act (19 U.S.C. 2466a(a)(3)) authorizes the President to terminate the designation of a country as a beneficiary sub-Saharan African country for purposes of section 506A if he determines that the country is not making continual progress in meeting the requirements described in section 506A(a)(1) of the 1974 Act.

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