The Importance of Beneficiary Designations

Co-written with Mark S. Reckman.

Retirement accounts are an important part of your estate. It only takes a few minutes to complete and sign the beneficiary designation forms for your accounts. You may not realize that your retirement and life insurance assets will pass on to the beneficiaries named on such forms, not to the heirs named in your will. Often your retirement nest egg is one of your largest assets. Take time to review your beneficiaries every few years.

The attached article answers frequently asked questions about beneficiary designations and describes how to avoid common mistakes.

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