Episode Details
Back to Episodes💰 Don't Overlook This Critical Estate Planning Step!
Published 1 year, 2 months ago
Description
Naming (and updating) beneficiaries on your financial accounts is essential to protecting your assets. In this episode, we explain why properly designated beneficiaries — on checking, savings, investment accounts, and life insurance — are a vital part of a complete estate plan. Learn how this simple step can save your loved ones time, money, and stress.
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