We always suggest and recommend everyone do a beneficiary review of all savings, investment and insurance accounts and policies. This is incredibly important as many of these accounts pass outside of probate and directly to the named and listed beneficiaries.
Many common mistakes we find is especially in accounts that were opened some time ago that may list a parent, sibling or ex-spouse that may not have been updated in writing and may cause potential problems and not in accordance with your wishes.
For more information, see the linked article HEREfrom our friends at McIntosh Law Firm. For a free review and second opinion analysis of your accounts, please feel free to Contact Us for a no obligation strategy session!
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