It happens quite often. A prospective client will call because they discovered that assets they thought they were receiving (life insurance, bank accounts, retirement accounts) went to someone else after their loved one passed away. Beneficiary listings are not set it and forget it. (See this post about regularly reviewing your beneficiaries). Let’s go through… Read More »
Have you checked your Beneficiaries lately?
When was the last time you looked at the beneficiaries listed on your accounts? Why should you even peek at them? (Spoiler alert: You should actually look at your beneficiary listings on a regular basis). Our clients are regularly asked about the beneficiary listings on their accounts, and often they don’t know and aren’t sure… Read More »