or even losing assets. Common Mistakes to Avoid When Naming Beneficiaries Failing to Update Beneficiaries After Life Changes Major life events such as marriage Tag

13 Aug Are You Making These Common Mistakes When Naming Beneficiaries in Your Estate Plan

Naming beneficiaries is a critical part of your estate plan, yet many people overlook common pitfalls that can cause complications for their loved ones. Have you reviewed your beneficiary designations recently? If not, you might be putting your family at risk of unnecessary delays, disputes,...