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Make this Estate Planning Move Right Now: Check your Beneficiary Designations

Market Watch recently had an interesting article listing six “”Horror Stories” about beneficiary designations. Often overlooked in estate planning, beneficiary designations can be an extremely important planning tool- or a “Horror Story.” The article can be found HERE. We recommend that all designations be reviewed with your estate planning attorney. This includes IRAs, 401(k)s, 403(b)s, brokerage accounts, life insurance policies, annuities […]