What Are The Risks Of Outdated Beneficiary Designations?
Автор: Elder Law Guru
Загружено: 2026-01-25
Просмотров: 2
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Ever wonder how a tiny detail could upend your carefully laid plans for your loved ones? Outdated beneficiary designations are a common oversight that can lead to significant headaches, delays, and legal battles for your family after you're gone.
In this video, we reveal why reviewing your beneficiary information is so critical:
► Discover why assets like life insurance and retirement accounts bypass your will and go directly to named beneficiaries.
► Learn how old designations can send assets to an ex-spouse, a deceased person, or trigger lengthy probate.
► Understand the crucial importance of regularly reviewing and updating your beneficiaries, especially after major life events.
► Find out why naming contingent beneficiaries is essential to prevent your assets from defaulting to your estate and into probate.
#BeneficiaryDesignations, #EstatePlanning, #ElderLawGuru, #FinancialPlanning
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