08/25/2026
Beneficiary designations play a bigger role in estate planning than many people realize. They determine who receives funds from key accounts and can even override instructions in a will.
If it’s been a while since you reviewed your designations, now is a great time to make sure everything still aligns with your wishes and your overall estate plan. Our team can help you update or clarify your beneficiary choices so your plan works exactly as intended.
Have questions about how these designations affect your estate plan? Reach out anytime.