10/08/2026
The leaves are swirling! While you’re raking the yard, here’s one more fall chore for your list: check your beneficiary designations.
Retirement accounts, life insurance policies and payable-on-death bank accounts usually go to whoever is named on the beneficiary form. That isn’t always the person named in your will. If you’ve married, divorced, welcomed a grandchild or lost a loved one since you last looked, those forms may be out of date.
Checking who’s listed only takes a few minutes online or with a quick call to your provider. If something doesn’t match your wishes, or you aren’t sure how it fits with the rest of your plan, we’re happy to help.
Call us at (888) 687-1215 to make an appointment. Or, feel free to book online at GwynCAbbottPLLC.com