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Time to Review Your Beneficiary Designations
Many of us didn’t give our beneficiary designations much thought when we first made them or we made them years ago and a lot has changed since then. What many people don’t realize is that those designations are binding and, in most cases, will supersede whatever is laid out in will or trust documents. So, if you have not reviewed your beneficiary designations in a while, it’s time to revisit them. The attached article outlines some do’s and don’ts for beneficiary designations. Read article here…
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