Imagine this: You’ve done everything right. You’ve worked hard, saved diligently, invested wisely, and even created an estate plan. But one small oversight—an outdated beneficiary designation—could unravel everything you’ve worked so hard to protect.
A beneficiary review is the process of examining and updating the names of the individuals or entities who will receive your assets upon your death. This includes reviewing life insurance policies, retirement accounts (IRAs, 401(k)s), pensions, annuities, and transfer-on-death (TOD) accounts.
Beneficiary designations often override what’s written in a will or trust. That means if your designations are outdated, your assets could end up in the wrong hands—despite your best intentions.
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