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Is it time to review your beneficiary designations?

$225.00

SKU: ESTmj212. Category: .

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Abstract: A will or revocable trust may form the core of an estate plan, but for most people, a substantial amount of wealth bypasses these traditional estate planning tools and is transferred to their loved ones through beneficiary designations. This article explores the reasons why it’s critical to periodically review beneficiary designations.

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