Five Beneficiary Designations for Clients to Review Now
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Five Beneficiary Designations for Clients to Review Now
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Summary
Your beneficiary designations are probably outdated. Not because you made bad decisions, but because you made them once and never looked again. We're going to walk through five areas where these forms commonly go wrong, and what you can do about it.
For our Listener Questions segment: "What's the best way to position any assets I have for when my wife and I pass — to most easily and efficiently pass on to our kids?"
And this week's "Retire to Something" listener talks about her definition of retirement, which might be the simplest and best one yet.
Resource:
Article by Daniel P. Michaelse on WealthManagement.com: "Five Beneficiary Designations to Review Now "
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