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Avoid Costly Mistakes: Keep Your Beneficiaries Up to Date

Avoid Costly Mistakes: Keep Your Beneficiaries Up to Date

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 This often-overlooked administrative task is one of the most critical to your financial legacy, as outdated beneficiary forms can derail your entire estate plan and cause serious legal complications for your heirs. We discuss the crucial times you must review and update beneficiaries—such as after marriage, divorce, or the birth of a child—for accounts like IRAs, 401(k)s, and life insurance policies. Tune in to learn how to avoid a costly and emotionally draining probate process and ensure your assets are distributed exactly as you intend.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.