When Did You Last Review Your Beneficiaries?
Do you know who your beneficiaries are? If you’re not sure of the answer, it’s definitely time for a beneficiary review. Making sure you know who your designated beneficiaries are is an important part of the estate planning process. But when is a good time for that review? It’s always a good idea to review your beneficiary designations after a major life event, such as marriage, divorce, birth or adoption of a child. Regular reviews are also a wise decision
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