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Posts Tagged ‘TOD’

The Importance of Beneficiary Designations

THE IMPORTANCE OF BENEFICIARY DESIGNATIONS

When most people think of estate planning, they typically think about a Will, a Trust, or a Power of Attorney (and hopefully a Medical Power of Attorney as well!).  What they may not think about are the beneficiaries of their life insurance policies.  Reviewing and updating designations of beneficiaries is the most overlooked part of preparing or updating an estate plan.

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