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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.

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