Are Your Beneficiaries Correct? Costly Beneficiary Mistakes to Avoid

Are Your Beneficiaries Correct Costly Beneficiary Mistakes to Avoid

I see beneficiary mistakes happen far too frequently.

They are easy to make.

I shudder each time I hear a story about a beneficiary mistake because they are easily preventable.

The key to help prevent a beneficiary mistake is to review them regularly and make sure they coordinated with your estate plan.