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4 Things Advisors Must Know About Beneficiary Designations
Expert Opinion March 13, 2024 at 02:26 PM
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What You Need To Know
- Advisors who think a will controls the disposition of all assets at death are making a big mistake.
- Probate assets, owned in the decedent's name, are passed through the will; other assets may go directly to the named beneficiaries.
- Advisors and BDs must take care to ensure that e-signatures are genuine.
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