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Important Year End Estate Planning Task

Make sure your beneficiary designations are up to date and accurate.

  1. Check that the person or persons listed on all accounts that have beneficiary designations are the people you intend them to be.
  2. Make sure that the percentages given to these individuals are how you want them.
  3. Understand the type of designation you are making and what happens if one of your beneficiaries passes away before you do.
  4. Lastly, make sure that the beneficiaries on all of your accounts are coordinated properly with your wishes and other estate planning documentation.


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