Beneficiary Designations: The Overlooked Estate Planning Risk
- whoffman3
- Apr 25
- 1 min read
Legal Tip of the Week: Your estate plan doesn’t just live in your will or trust—it also lives in your beneficiary designations on accounts like 401(k)s, life insurance, brokerage accounts, and bank accounts. If those designations don’t match your estate planning goals, it can lead to confusion, family disputes, and unintended consequences for the people you care about most.
✅ Make sure your beneficiary designations are up to date
✅ Align them with your will, trust, and overall estate plan
✅ Work with an experienced attorney and financial advisor to keep everything in sync
Let’s protect your legacy—the right way.
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