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Review Your Beneficiary Designations Regularly

H
Health Wealth Facts

26 Views • Aug 28, 2024

Description

Review Your Beneficiary Designations Regularly.
Beneficiary designations on accounts like retirement plans life insurance and payableondeath accounts override your will making it crucial to keep them uptodate. Life events such as marriage divorce or the birth of a child may necessitate changes to your beneficiaries. Regularly reviewing and updating your designations ensures your assets go to the intended recipients.




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