09/25/2026
Did you know your Will doesn’t control retirement accounts? Your IRA or 401(k) usually follows the beneficiary form on file - even if it contradicts your Will. I attended the 2026 WealthCounsel Symposium and shared practical takeaways on coordinating retirement accounts with your estate plan. 🧾🔍
If it’s been years since you reviewed beneficiary designations, now’s the time. Read the full post and get steps to protect your wishes: https://wix.to/WZaX731 💬 Have questions? Ask below or contact our Jackson, TN office.