You Can Do This.

Beneficiary Update

Now is a great time to ensure your beneficiaries are consistent with your wishes.

But you have a will? It doesn’t matter if it’s an IRA, 401k, or other typ
e of account that transfers by “contract” vs. through probate.

Have an ex-spouse you used to have as your beneficiary but are now remarried? You have to proactively change it to your new spouse if that’s what you want. It won’t change by itself!

Talk with me if you need a good estate planning attorney recommendation.

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