4 Big Mistakes Made With Beneficiaries eBook
Are you making these 4 big mistakes?
When we think of an estate plan, we often consider the documents created by an attorney that will determine the distribution of our wealth after our passing. However, many people don’t realize that certain types of assets don’t follow what has been outlined in a trust or will.
Many accounts require the account holder to designate a beneficiary when they open the account. This includes retirement accounts, such as IRAs and 401(k)s, along with other financial products like life insurance and annuities. This up-front designation enables a smooth transfer of ownership, but it also leaves an opportunity for inconsistencies and missteps if beneficiaries aren’t reviewed periodically.
Access our free guide today to see if you're making these 4 big mistakes.