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Estate Planning Pitfall – You haven’t coordinated beneficiary designations with your will
April / May 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 284
Abstract: Often an individual will draft a will that references retirement plan accounts and life insurance policies. But what happens when the designated beneficiaries listed in the will don’t match those listed in the paperwork on file with the applicable financial institutions? This brief article explains that the beneficiary designations in the financial documents supersede those listed in the will.