Peter Hoglund CFP®, AIF®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Newsweek in an article titled "I'm Broke and Desperately Need My Inheritance—What Should I Do?"
"This is common for pension and retirement benefit forms: without naming an individual it will default to the spouse and leave the interpretation up to the bureaucrats. She may have always meant it to go to you, but they need to be clear that you are officially the heir by removing everyone else that would be in line."
Access the article written by Sophie Lloyd here.
