Estate Planning Day 9
📄 Estate Planning Tip: Your Beneficiary Form Matters
A beneficiary designation can override what your will says.
That means if your life insurance or retirement account still lists an old beneficiary, that person may receive the money even if your will says otherwise.
Action Step: Review your beneficiaries on:
• Life insurance
• Retirement accounts
• Bank and investment accounts
Make sure the names listed match what you want today.
Find the Leak. Fix the Plan. Build the Legacy.
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Estate Planning Day 9
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