When making or reviewing an estate plan, it is important to remember to check the beneficiary designations on your financial accounts.
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Category: Beneficiary Designations
Estate Planning At The End Of Life
It is common for people to get their estate in order at the end of their life. Without an estate plan, heirs may need to pay avoidable taxes, spend time in probate, or even lose their inheritance altogether.
5 Year-End Estate Planning Tasks
The end of the year is the perfect time to look back at all the changes and make a few moves to protect your family and your assets in 2017.