Do we need to coordinate beneficiary designations with our estate plan?

Yes. Assets such as retirement accounts, life insurance policies, and payable-on-death (POD) accounts pass outside your Will or trust. It is essential that these designations are up to date and consistent with your overall estate plan. Failure to coordinate these designations can result in unintended outcomes or leave a surviving spouse without necessary financial resources.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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