Latest updates for Beneficiary Designation

Fresh curated links around beneficiary designation are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • The Wrong Beneficiary on a Retirement Account Can Create a Costly Surprise
  • How account titling and beneficiary designations can undermine a will
  • When the Beneficiary Is the Defendant: Slayer Statutes and Estate Planning

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savingadvice.com /2 weeks ago

The Wrong Beneficiary on a Retirement Account Can Create a Costly Surprise

A retirement account can represent decades of saving, yet one outdated form can determine where all that money goes after the owner dies. Many people...

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financial-planning.com /6 days ago

How account titling and beneficiary designations can undermine a will

Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.

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aaepa.com /1 week ago

When the Beneficiary Is the Defendant: Slayer Statutes and Estate Planning

Most estate planning attorneys will spend their careers reading about slayer statutes rather than applying them, which is probably how everyone would prefer it. These statutes exis...

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Sources covering Beneficiary Designation

aaepa.com

Recent coverage from public sources
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financial-planning.com

Recent coverage from public sources
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savingadvice.com

Recent coverage from public sources
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