Slott, Levine: How to Avoid a Potential Inheritance Nightmare

Features February 11, 2025 at 10:04 AM
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What You Need To Know

  • Failing to update old designations can result in big surprises upon the account owner's death.
  • The best practice is to regularly revisit and refile beneficiary designations to ensure that clients' intentions are clear.
  • Individual retirement accounts and non-ERISA retirement accounts have their own rules.
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