06/03/2026
Did You Know? Your Beneficiary Designations Matter
Many people don't realize that beneficiary designations on retirement accounts and life insurance policies override what is written in a will.
That means if you listed an ex-spouse, a deceased family member, or simply haven't updated your designations in years, your assets may not go where you intend.
A quick beneficiary audit is one of the most important and often overlooked steps in estate planning.
Our attorneys can help you review and align all of your documents so your wishes are truly protected.