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 simply because you may have changed your mind since first naming your beneficiaries.

Consider your beneficiaries on your retirement, life insurance, financial institutions and the status of your will – especially where children are concerned.

Learn more in our recorded webinar:  Nonprobate Transfers:  Advantages and Disadvantages.

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