“Beneficiary Designations – How to Get Back at your Family”
Beneficiary Designations as a non-probate estate planning tool impacts virtually every adult in America. This simple planning tool can cause disastrous consequences if not managed properly and brought to the attention of clients by every advisor the client works with. It is the responsibility of every advisor to raise the question to their clients as the current beneficiary designations and the proper persons and language that should be used in beneficiary planning. This presentation gives the advisor tools and resources to be effective in their understanding and advising clients on proper beneficiary designation planning.