S3 E5: Beneficiary Designations

S3 E5: Beneficiary Designations

0 0 about 1 month ago
What often creates a mess, even when someone had perfectly fine legal documents, is that some of your assets will transfer regardless of what your will or trust says. This episode, I talk about one type of transfer, through a beneficiary designation.

This episode is brought to you by Your Organized (after)Life Workshop, on sale through the end of January, 2021. Learn more at http://www.anorganizedafterlife.com/workshop/

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