7 Common Beneficiary Designation Mistakes & How to Fix Them
When it comes to estate planning, many people focus on wills and trusts but overlook one crucial element: designating a beneficiary. These forms dictate who inherits assets like retirement accounts, life insurance policies, and payable-on-death (POD) bank accounts. And here’s the kicker: beneficiary designations override your will. A single mistake can lead to delays, disputes, […]